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

Albion Financial Group’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 		– Sell
-43
Closed -$1.3K – 771
2025
Q4 		$1.3K Buy
+43
New +$1.3K ﹤0.01% 576

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Albion Financial Group's SPSB Position: Q1 2026 in Review

Albion Financial Group sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q1 2026, closing a stake of 43 shares — an estimated $1.3K sold.

Albion Financial Group first reported a position in SPSB in Q4 2025 and held it in 1 quarter. The position peaked at $1.3K in Q4 2025. 573 funds tracked by Wall St. Rank hold SPSB as of Q1 2026.

  • Albion Financial Group reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Albion Financial Group sold 43 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q1 2026, an estimated $1.3K.
  • Albion Financial Group first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2025 and held it in 1 quarter.
  • Albion Financial Group's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $1.3K in Q4 2025.
  • 573 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2026.

Based on Albion Financial Group's 13F filing for Q1 2026, filed 27 Apr 2026.