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SPSB icon

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

AJ 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 		$352K Buy
11,718
+13
+0.1% +$390 0.11% 30
2026
Q1 		$352K Sell
11,705
-109
-0.9% -$3.29K 0.13% 27
2025
Q4 		$357K Buy
11,814
+80
+0.7% +$2.42K 0.13% 29
2025
Q3 		$355K Sell
11,734
-240
-2% -$7.24K 0.15% 29
2025
Q2 		$362K Sell
11,974
-1,507
-11% -$45.2K 0.16% 30
2025
Q1 		$406K Sell
13,481
-776
-5% -$23.2K 0.21% 26
2024
Q4 		$426K Sell
14,257
-361
-2% -$10.8K 0.22% 23
2024
Q3 		$443K Sell
14,618
-749
-5% -$22.5K 0.23% 24
2024
Q2 		$456K Buy
15,367
+651
+4% +$19.3K 0.25% 23
2024
Q1 		$438K Sell
14,716
-218
-1% -$6.49K 0.24% 29
2023
Q4 		$445K Sell
14,934
-354
-2% -$10.4K 0.27% 25
2023
Q3 		$448K Buy
15,288
+182
+1% +$5.34K 0.34% 23
2023
Q2 		$445K Buy
15,106
+252
+2% +$7.44K 0.31% 21
2023
Q1 		$440K Sell
14,854
-225
-1% -$6.64K 0.32% 21
2022
Q4 		$443K Buy
+15,079
New +$441K 0.36% 19

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

AJ Advisors's SPSB Position: Q2 2026 in Review

AJ Advisors increased its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 0.11% in Q2 2026, buying an estimated $390 and bringing the position to 11,718 shares worth $352K. The position accounts for 0.11% of the portfolio, ranked #30.

AJ Advisors first reported a position in SPSB in Q4 2022 and has held it in 15 quarters since. The position peaked at $456K in Q2 2024. 571 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

  • AJ Advisors held 11,718 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $352K as of Q2 2026.
  • AJ Advisors bought 13 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2026, an estimated $390.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.11% of AJ Advisors's portfolio in Q2 2026, its #30 holding.
  • AJ Advisors first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • AJ Advisors's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $456K in Q2 2024.
  • 571 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on AJ Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.