Advisor Resource Council’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Advisor Resource Council’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	$865K	Sell	28,882 -252	-0.9%	-$7.56K	0.24%	85
2026 Q1	$876K	Buy	29,134 +5,588	+24%	+$169K	0.28%	66
2025 Q4	$711K	Buy	+23,546	New	+$712K	0.25%	89
2025 Q3	–	Sell	-8,103	Closed	-$245K	–	163
2025 Q2	$245K	Sell	8,103 -236,734	-97%	-$7.1M	0.1%	152
2025 Q1	$7.13M	Buy	+244,837	New	+$7.33M	0.57%	36
2024 Q4	–	Sell	-29,411	Closed	-$891K	–	244
2024 Q3	$891K	Buy	+29,411	New	+$882K	0.4%	56
2023 Q2	–	Sell	-60,172	Closed	-$1.78M	–	256
2023 Q1	$1.78M	Buy	60,172 +39,042	+185%	+$1.15M	0.45%	51
2022 Q4	$621K	Sell	21,130 -2,238	-10%	-$65.5K	0.3%	69
2022 Q3	$683K	Sell	23,368 -159,438	-87%	-$4.73M	0.46%	59
2022 Q2	$5.43M	Buy	182,806 +159,308	+678%	+$4.76M	0.5%	44
2022 Q1	$708K	Buy	+23,498	New	+$717K	0.21%	118

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

Advisor Resource Council's SPSB Position: Q2 2026 in Review

Advisor Resource Council reduced its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 0.86% in Q2 2026, selling an estimated $7.56K and leaving 28,882 shares worth $865K. The position accounts for 0.24% of the portfolio, ranked #85.

Advisor Resource Council first reported a position in SPSB in Q1 2022 and has held it in 11 quarters since. The position peaked at $7.13M in Q1 2025. 571 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

Advisor Resource Council held 28,882 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $865K as of Q2 2026.
Advisor Resource Council sold 252 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2026, an estimated $7.56K.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.24% of Advisor Resource Council's portfolio in Q2 2026, its #85 holding.
Advisor Resource Council first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q1 2022 and has held it in 11 quarters since.
Advisor Resource Council's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $7.13M in Q1 2025.
571 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on Advisor Resource Council's 13F filing for Q2 2026, filed 28 Jul 2026.