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

All Terrain Financial 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 		$4.99M Sell
166,168
-1,919
-1% -$57.6K 0.81% 21
2026
Q1 		$5.05M Buy
168,087
+3,171
+2% +$95.7K 1.19% 16
2025
Q4 		$4.98M Buy
164,916
+2,930
+2% +$88.5K 1.15% 16
2025
Q3 		$4.91M Sell
161,986
-1,049
-0.6% -$31.6K 1.23% 14
2025
Q2 		$4.92M Buy
163,035
+7,516
+5% +$225K 1.41% 12
2025
Q1 		$4.68M Buy
155,519
+10,088
+7% +$302K 1.47% 12
2024
Q4 		$4.34M Buy
145,431
+2,387
+2% +$71.5K 1.42% 14
2024
Q3 		$4.33M Buy
143,044
+34,579
+32% +$1.04M 1.59% 17
2024
Q2 		$3.22M Buy
108,465
+16,984
+19% +$503K 1.28% 21
2024
Q1 		$2.72M Sell
91,481
-3,191
-3% -$94.9K 1.07% 23
2023
Q4 		$2.82M Sell
94,672
-4,917
-5% -$145K 1.06% 24
2023
Q3 		$2.92M Sell
99,589
-6,009
-6% -$176K 1.23% 23
2023
Q2 		$3.11M Sell
105,598
-2,751
-3% -$81.2K 1.18% 25
2023
Q1 		$3.21M Buy
108,349
+18,108
+20% +$534K 1.32% 23
2022
Q4 		$2.65M Sell
90,241
-27,963
-24% -$818K 1.17% 25
2022
Q3 		$3.45M Sell
118,204
-8,158
-6% -$242K 1.49% 15
2022
Q2 		$3.76M Sell
126,362
-9,483
-7% -$283K 1.6% 15
2022
Q1 		$4.09M Sell
135,845
-2,576
-2% -$78.6K 1.65% 16
2021
Q4 		$4.29M Buy
138,421
+7,401
+6% +$230K 1.75% 15
2021
Q3 		$4.09M Buy
131,020
+9,533
+8% +$298K 1.79% 14
2021
Q2 		$3.8M Buy
121,487
+20,875
+21% +$654K 1.74% 15
2021
Q1 		$3.15M Buy
100,612
+4,030
+4% +$126K 1.44% 17
2020
Q4 		$3.03M Buy
96,582
+9,880
+11% +$310K 1.18% 20
2020
Q3 		$2.72M Buy
86,702
+2,100
+2% +$65.9K 0.93% 26
2020
Q2 		$2.65M Sell
84,602
-1,321
-2% -$41K 1.09% 23
2020
Q1 		$2.6M Sell
85,923
-163,800
-66% -$5.01M 1.05% 27
2019
Q4 		$7.7M Buy
249,723
+4,478
+2% +$138K 2.5% 10
2019
Q3 		$7.57M Sell
245,245
-4
-0% -$123 2.54% 10
2019
Q2 		$7.55M Buy
245,249
+215,932
+737% +$6.6M 2.57% 10
2019
Q1 		$896K Buy
29,317
+3,948
+16% +$120K 0.31% 52
2018
Q4 		$765K Buy
25,369
+2,756
+12% +$82.9K 0.31% 51
2018
Q3 		$682K Buy
22,613
+656
+3% +$19.8K 0.28% 62
2018
Q2 		$662K Sell
21,957
-13,499
-38% -$407K 0.3% 65
2018
Q1 		$1.07M Sell
35,456
-7,740
-18% -$234K 0.49% 49
2017
Q4 		$1.31M Buy
+43,196
New +$1.32M 0.6% 39

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

All Terrain Financial Advisors's SPSB Position: Q2 2026 in Review

All Terrain Financial Advisors reduced its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 1.1% in Q2 2026, selling an estimated $57.6K and leaving 166,168 shares worth $4.99M. The position accounts for 0.81% of the portfolio, ranked #21.

All Terrain Financial Advisors first reported a position in SPSB in Q4 2017 and has held it in 35 quarters since. The position peaked at $7.7M in Q4 2019. 574 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

  • All Terrain Financial Advisors held 166,168 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $4.99M as of Q2 2026.
  • All Terrain Financial Advisors sold 1,919 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2026, an estimated $57.6K.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.81% of All Terrain Financial Advisors's portfolio in Q2 2026, its #21 holding.
  • All Terrain Financial Advisors first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2017 and has held it in 35 quarters since.
  • All Terrain Financial Advisors's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $7.7M in Q4 2019.
  • 574 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on All Terrain Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.