1620 Investment Advisors’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

1620 Investment 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
2026 Q2	$4.11K	Hold	137	–	–	﹤0.01%	567
2026 Q1	$4.12K	Hold	137	–	–	﹤0.01%	543
2025 Q4	$4.14K	Hold	137	–	–	﹤0.01%	535
2025 Q3	$4.15K	Hold	137	–	–	﹤0.01%	534
2025 Q2	$4.14K	Sell	137 -13	-9%	-$390	﹤0.01%	545
2025 Q1	$4.51K	Hold	150	–	–	﹤0.01%	524
2024 Q4	$4.48K	Hold	150	–	–	﹤0.01%	537
2024 Q3	$4.54K	Hold	150	–	–	﹤0.01%	536
2024 Q2	$4.46K	Buy	+150	New	+$4.44K	﹤0.01%	515

Other funds holding SPSB

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

1620 Investment Advisors's SPSB Position: Q2 2026 in Review

1620 Investment Advisors held its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) position steady in Q2 2026 at 137 shares worth $4.11K. The position accounts for ﹤0.01% of the portfolio, ranked #567.

1620 Investment Advisors first reported a position in SPSB in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.54K in Q3 2024. 571 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

1620 Investment Advisors held 137 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $4.11K as of Q2 2026.
1620 Investment Advisors left its State Street SPDR Portfolio Short Term Corporate Bond ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up ﹤0.01% of 1620 Investment Advisors's portfolio in Q2 2026, its #567 holding.
1620 Investment Advisors first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q2 2024 and has held it in 9 quarters since.
1620 Investment Advisors's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $4.54K in Q3 2024.
571 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.