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In Q2 2025, Modern Wealth Management increased its stake in SPSB, while other firms adjusted holdings in bond and equity ETFs.
In Q2 2025, Modern Wealth Management LLC boosted its stake in the SPDR Portfolio Short Term Corporate Bond ETF (SPSB) by 20.4%, owning 705,285 shares worth $21.3 million.
IHT Wealth Management LLC reduced its SPDR Portfolio Aggregate Bond ETF (SPAB) holdings by 7.6%, while Great Valley Advisor Group sold shares of SPAB, and Parallel Advisors LLC increased its position.
Other firms also adjusted holdings in various bond and equity ETFs, reflecting shifting investment strategies.
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En el segundo trimestre de 2025, Modern Wealth Management aumentó su participación en SPSB, mientras que otras empresas ajustaron las tenencias en ETF de bonos y acciones.