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 $147B AUM 18.73% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

Baird Financial Group

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return