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

Addison 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	–	Sell	-18	Closed	-$542	–	966
2026 Q1	$542	Sell	18 -2	-10%	-$60	﹤0.01%	925
2025 Q4	$604	Hold	20	–	–	﹤0.01%	856
2025 Q3	$606	Hold	20	–	–	﹤0.01%	838
2025 Q2	$604	Hold	20	–	–	﹤0.01%	835
2025 Q1	$602	Hold	20	–	–	﹤0.01%	797
2024 Q4	$598	Hold	20	–	–	﹤0.01%	803
2024 Q3	$606	Hold	20	–	–	﹤0.01%	801
2024 Q2	$594	Hold	20	–	–	﹤0.01%	738
2024 Q1	$596	Hold	20	–	–	﹤0.01%	665
2023 Q4	$596	Hold	20	–	–	﹤0.01%	668
2023 Q3	$587	Hold	20	–	–	﹤0.01%	632
2023 Q2	$589	Hold	20	–	–	﹤0.01%	593
2023 Q1	$593	Hold	20	–	–	﹤0.01%	594
2022 Q4	$588	Sell	20 -167	-89%	-$4.89K	﹤0.01%	667
2022 Q3	$5K	Sell	187 -2,817	-94%	-$83.6K	﹤0.01%	507
2022 Q2	$89K	Buy	3,004 +1,101	+58%	+$32.9K	0.05%	200
2022 Q1	$57K	Buy	1,903 +1,748	+1,128%	+$53.3K	0.03%	268
2021 Q4	$5K	Buy	+155	New	+$4.82K	﹤0.01%	473

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

Addison Advisors's SPSB Position: Q2 2026 in Review

Addison Advisors sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q2 2026, closing a stake of 18 shares — an estimated $542 sold.

Addison Advisors first reported a position in SPSB in Q4 2021 and held it in 18 quarters. The position peaked at $89K in Q2 2022. 571 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

Addison Advisors reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
Addison Advisors sold 18 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2026, an estimated $542.
Addison Advisors first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2021 and held it in 18 quarters.
Addison Advisors's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $89K in Q2 2022.
571 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on Addison Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.