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Wells Financial Advisors’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Wells Financial Advisors’s Portfolio SPSB Stock Details SPSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1,696
Closed -$51.2K – 74
2025
Q2 		$51.2K Sell
1,696
-1,803
-52% -$54.1K 0.07% 56
2025
Q1 		$105K Sell
3,499
-2,180
-38% -$65.3K 0.15% 48
2024
Q4 		$170K Buy
5,679
+361
+7% +$10.8K 0.23% 42
2024
Q3 		$161K Sell
5,318
-29,167
-85% -$875K 0.22% 45
2024
Q2 		$1.02M Sell
34,485
-3,966
-10% -$117K 0.67% 28
2024
Q1 		$1.14M Sell
38,451
-1,002
-3% -$29.8K 0.78% 24
2023
Q4 		$1.17M Buy
39,453
+337
+0.9% +$9.92K 0.85% 21
2023
Q3 		$1.15M Sell
39,116
-920
-2% -$27K 0.89% 21
2023
Q2 		$1.18M Buy
40,036
+11,602
+41% +$343K 0.89% 21
2023
Q1 		$842K Buy
28,434
+1,060
+4% +$31.3K 0.67% 24
2022
Q4 		$804K Sell
27,374
-25,212
-48% -$738K 0.67% 25
2022
Q3 		$1.54M Buy
52,586
+1,521
+3% +$45.2K 1.49% 18
2022
Q2 		$1.52M Sell
51,065
-465
-0.9% -$13.9K 1.37% 18
2022
Q1 		$1.55M Sell
51,530
-962
-2% -$29.4K 1.3% 20
2021
Q4 		$1.63M Buy
52,492
+10,970
+26% +$341K 1.3% 20
2021
Q3 		$1.3M Buy
41,522
+1,037
+3% +$32.4K 1.1% 19
2021
Q2 		$1.27M Buy
40,485
+675
+2% +$21.1K 1.07% 19
2021
Q1 		$1.25M Buy
39,810
+18,493
+87% +$580K 1.12% 19
2020
Q4 		$669K Buy
+21,317
New +$669K 0.57% 25

Other funds holding SPSB

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Financial Advisors's SPSB Position: Q3 2025 in Review

Wells Financial Advisors sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q3 2025, closing a stake of 1,696 shares — an estimated $51.2K sold.

Wells Financial Advisors first reported a position in SPSB in Q4 2020 and held it in 19 quarters. The position peaked at $1.63M in Q4 2021. 548 funds tracked by Wall St. Rank hold SPSB as of Q3 2025.

  • Wells Financial Advisors reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Wells Financial Advisors sold 1,696 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q3 2025, an estimated $51.2K.
  • Wells Financial Advisors first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2020 and held it in 19 quarters.
  • Wells Financial Advisors's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $1.63M in Q4 2021.
  • 548 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q3 2025.

Based on Wells Financial Advisors's 13F filing for Q3 2025, filed 20 Oct 2025.