Advisory Alpha’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Advisory Alpha’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	$156M	Buy	5,184,845 +818,979	+19%	+$24.7M	4.26%	6
2025 Q4	$132M	Buy	4,365,866 +130,510	+3%	+$3.94M	3.59%	6
2025 Q3	$128M	Buy	4,235,356 +389,790	+10%	+$11.8M	3.57%	6
2025 Q2	$116M	Buy	3,845,566 +9,803	+0.3%	+$294K	3.62%	6
2025 Q1	$115M	Buy	3,835,763 +1,434,399	+60%	+$43M	3.92%	5
2024 Q4	$71.7M	Buy	2,401,364 +59,516	+3%	+$1.78M	2.55%	9
2024 Q3	$70.9M	Buy	2,341,848 +296,426	+14%	+$8.89M	2.52%	9
2024 Q2	$60.7M	Buy	2,045,422 +69,620	+4%	+$2.06M	2.39%	9
2024 Q1	$58.8M	Buy	+1,975,802	New	+$58.8M	2.42%	11
2018 Q4	–	Sell	-8,049	Closed	-$243K	–	160
2018 Q3	$243K	Sell	8,049 -2,096	-21%	-$63.2K	0.06%	108
2018 Q2	$306K	Buy	+10,145	New	+$306K	0.08%	108

Other funds holding SPSB

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Advisory Alpha's SPSB Position: Q1 2026 in Review

Advisory Alpha increased its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 19% in Q1 2026, buying an estimated $24.7M and bringing the position to 5,184,845 shares worth $156M. The position accounts for 4.26% of the portfolio, ranked #6.

Advisory Alpha first reported a position in SPSB in Q2 2018 and has held it in 11 quarters since. 570 funds tracked by Wall St. Rank hold SPSB as of Q1 2026.

Advisory Alpha held 5,184,845 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $156M as of Q1 2026.
Advisory Alpha bought 818,979 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q1 2026, an estimated $24.7M.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up 4.26% of Advisory Alpha's portfolio in Q1 2026, its #6 holding.
Advisory Alpha first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q2 2018 and has held it in 11 quarters since.
570 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2026.

Based on Advisory Alpha's 13F filing for Q1 2026, filed 14 May 2026.