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

Advisors Asset Management’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 		$880K Buy
29,316
+822
+3% +$24.7K 0.01% 830
2026
Q1 		$857K Buy
28,494
+1,107
+4% +$33.4K 0.01% 830
2025
Q4 		$827K Sell
27,387
-708
-3% -$21.4K 0.01% 838
2025
Q3 		$851K Buy
28,095
+1,084
+4% +$32.7K 0.01% 840
2025
Q2 		$815K Buy
27,011
+1,387
+5% +$41.6K 0.01% 834
2025
Q1 		$771K Buy
25,624
+2,462
+11% +$73.8K 0.01% 824
2024
Q4 		$692K Buy
23,162
+3,360
+17% +$101K 0.01% 850
2024
Q3 		$600K Buy
19,802
+5,445
+38% +$163K 0.01% 877
2024
Q2 		$426K Buy
14,357
+4,822
+51% +$143K 0.01% 942
2024
Q1 		$284K Buy
9,535
+3,401
+55% +$101K 0.01% 1064
2023
Q4 		$183K Buy
6,134
+2,567
+72% +$75.5K ﹤0.01% 1125
2023
Q3 		$105K Buy
+3,567
New +$105K ﹤0.01% 1190
2017
Q3 		– Sell
-19,343
Closed -$593K – 1553
2017
Q2 		$593K Sell
19,343
-333
-2% -$10.2K 0.01% 1049
2017
Q1 		$602K Sell
19,676
-296
-1% -$9.04K 0.01% 1038
2016
Q4 		$610K Sell
19,972
-860
-4% -$26.3K 0.01% 1041
2016
Q3 		$641K Sell
20,832
-236
-1% -$7.26K 0.01% 1013
2016
Q2 		$648K Sell
21,068
-1,159
-5% -$35.5K 0.01% 1015
2016
Q1 		$681K Buy
22,227
+1,806
+9% +$54.9K 0.01% 985
2015
Q4 		$621K Buy
20,421
+13,202
+183% +$403K 0.01% 1060
2015
Q3 		$220K Buy
+7,219
New +$220K ﹤0.01% 1346

Other funds holding SPSB

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Advisors Asset Management's SPSB Position: Q2 2026 in Review

Advisors Asset Management increased its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 2.9% in Q2 2026, buying an estimated $24.7K and bringing the position to 29,316 shares worth $880K. The position accounts for 0.01% of the portfolio, ranked #830.

Advisors Asset Management first reported a position in SPSB in Q3 2015 and has held it in 20 quarters since. 576 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

  • Advisors Asset Management held 29,316 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $880K as of Q2 2026.
  • Advisors Asset Management bought 822 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2026, an estimated $24.7K.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.01% of Advisors Asset Management's portfolio in Q2 2026, its #830 holding.
  • Advisors Asset Management first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q3 2015 and has held it in 20 quarters since.
  • 576 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on Advisors Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.