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

Wingate Wealth 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
Q1 		– Sell
-2,534
Closed -$75.7K – 385
2024
Q4 		$75.7K Buy
+2,534
New +$75.9K 0.07% 168

Other funds holding SPSB

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Wingate Wealth Advisors's SPSB Position: Q1 2025 in Review

Wingate Wealth Advisors sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q1 2025, closing a stake of 2,534 shares — an estimated $75.7K sold.

Wingate Wealth Advisors first reported a position in SPSB in Q4 2024 and held it in 1 quarter. The position peaked at $75.7K in Q4 2024. 551 funds tracked by Wall St. Rank hold SPSB as of Q1 2025.

  • Wingate Wealth Advisors reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Wingate Wealth Advisors sold 2,534 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q1 2025, an estimated $75.7K.
  • Wingate Wealth Advisors first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2024 and held it in 1 quarter.
  • Wingate Wealth Advisors's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $75.7K in Q4 2024.
  • 551 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2025.

Based on Wingate Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.