AF
SPSB icon

Advisornet Financial’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Advisornet Financial’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
Q1 		$503K Buy
16,726
+893
+6% +$27K 0.03% 388
2025
Q4 		$478K Buy
15,833
+66
+0.4% +$2K 0.03% 399
2025
Q3 		$478K Buy
15,767
+423
+3% +$12.8K 0.03% 385
2025
Q2 		$463K Buy
15,344
+234
+2% +$7.02K 0.03% 377
2025
Q1 		$455K Buy
15,110
+389
+3% +$11.7K 0.03% 369
2024
Q4 		$440K Buy
14,721
+1,988
+16% +$59.6K 0.04% 338
2024
Q3 		$386K Sell
12,733
-358
-3% -$10.7K 0.03% 377
2024
Q2 		$389K Sell
13,091
-525
-4% -$15.6K 0.04% 353
2024
Q1 		$405K Sell
13,616
-879
-6% -$26.2K 0.04% 338
2023
Q4 		$432K Buy
14,495
+536
+4% +$15.8K 0.04% 341
2023
Q3 		$409K Sell
13,959
-456
-3% -$13.4K 0.04% 330
2023
Q2 		$424K Buy
14,415
+1,536
+12% +$45.3K 0.04% 333
2023
Q1 		$382K Buy
12,879
+326
+3% +$9.62K 0.03% 342
2022
Q4 		$369K Buy
12,553
+425
+4% +$12.4K 0.04% 347
2022
Q3 		$354K Sell
12,128
-20
-0.2% -$594 0.04% 385
2022
Q2 		$361K Sell
12,148
-81
-0.7% -$2.42K 0.04% 378
2022
Q1 		$368K Buy
12,229
+809
+7% +$24.7K 0.02% 428
2021
Q4 		$354K Sell
11,420
-269
-2% -$8.36K 0.02% 467
2021
Q3 		$365K Sell
11,689
-68,429
-85% -$2.14M 0.03% 426
2021
Q2 		$2.51M Sell
80,118
-10,946
-12% -$343K 0.17% 129
2021
Q1 		$2.85M Sell
91,064
-2,126
-2% -$66.6K 0.2% 115
2020
Q4 		$2.93M Buy
93,190
+2,197
+2% +$68.9K 0.24% 95
2020
Q3 		$2.85M Sell
90,993
-33,098
-27% -$1.04M 0.24% 96
2020
Q2 		$3.89M Buy
124,091
+1,459
+1% +$45.2K 0.31% 72
2020
Q1 		$3.71M Sell
122,632
-748
-0.6% -$22.9K 0.34% 65
2019
Q4 		$3.81M Sell
123,380
-1,454
-1% -$44.8K 0.32% 69
2019
Q3 		$3.85M Buy
124,834
+3,962
+3% +$122K 0.35% 61
2019
Q2 		$3.72M Buy
120,872
+70,185
+138% +$2.14M 0.41% 48
2019
Q1 		$1.55M Buy
50,687
+15,961
+46% +$484K 0.19% 122
2018
Q4 		$1.05M Buy
34,726
+3,919
+13% +$118K 0.14% 155
2018
Q3 		$930K Buy
30,807
+29,461
+2,189% +$889K 0.12% 166
2018
Q2 		$41K Sell
1,346
-95
-7% -$2.87K 0.01% 764
2018
Q1 		$44K Buy
1,441
+95
+7% +$2.88K 0.01% 729
2017
Q4 		$41K Buy
+1,346
New +$41.1K 0.01% 699

Other funds holding SPSB

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Advisornet Financial's SPSB Position: Q1 2026 in Review

Advisornet Financial increased its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 5.6% in Q1 2026, buying an estimated $27K and bringing the position to 16,726 shares worth $503K. The position accounts for 0.03% of the portfolio, ranked #388.

Advisornet Financial first reported a position in SPSB in Q4 2017 and has held it in 34 quarters since. The position peaked at $3.89M in Q2 2020. 571 funds tracked by Wall St. Rank hold SPSB as of Q1 2026.

  • Advisornet Financial held 16,726 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $503K as of Q1 2026.
  • Advisornet Financial bought 893 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q1 2026, an estimated $27K.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.03% of Advisornet Financial's portfolio in Q1 2026, its #388 holding.
  • Advisornet Financial first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2017 and has held it in 34 quarters since.
  • Advisornet Financial's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $3.89M in Q2 2020.
  • 571 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2026.

Based on Advisornet Financial's 13F filing for Q1 2026, filed 17 Apr 2026.