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

WJ Wealth Management’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
-10,380
Closed -$313K – 97
2025
Q2 		$313K Sell
10,380
-700
-6% -$21K 0.1% 80
2025
Q1 		$334K Buy
11,080
+4,328
+64% +$130K 0.12% 70
2024
Q4 		$202K Buy
+6,752
New +$202K 0.07% 74
2024
Q3 		– Sell
-13,882
Closed -$412K – 82
2024
Q2 		$412K Sell
13,882
-3,638
-21% -$108K 0.15% 61
2024
Q1 		$522K Sell
17,520
-1,850
-10% -$55K 0.21% 53
2023
Q4 		$577K Sell
19,370
-2,760
-12% -$81.2K 0.25% 48
2023
Q3 		$649K Hold
22,130
– – 0.32% 39
2023
Q2 		$652K Buy
22,130
+2,990
+16% +$88.3K 0.31% 39
2023
Q1 		$567K Buy
19,140
+3,110
+19% +$91.7K 0.38% 36
2022
Q4 		$471K Hold
16,030
– – 0.27% 37
2022
Q3 		$465K Buy
+16,030
New +$476K 0.29% 36

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

WJ Wealth Management's SPSB Position: Q3 2025 in Review

WJ Wealth Management sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q3 2025, closing a stake of 10,380 shares — an estimated $313K sold.

WJ Wealth Management first reported a position in SPSB in Q3 2022 and held it in 11 quarters. The position peaked at $652K in Q2 2023. 548 funds tracked by Wall St. Rank hold SPSB as of Q3 2025.

  • WJ Wealth Management reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • WJ Wealth Management sold 10,380 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q3 2025, an estimated $313K.
  • WJ Wealth Management first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q3 2022 and held it in 11 quarters.
  • WJ Wealth Management's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $652K in Q2 2023.
  • 548 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q3 2025.

Based on WJ Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.