AlphaCore Capital’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

AlphaCore Capital’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	$37K	Sell	1,230 -577	-32%	-$17.4K	﹤0.01%	1026
2025 Q4	$54.6K	Buy	1,807 +586	+48%	+$17.7K	﹤0.01%	1152
2025 Q3	$37K	Buy	+1,221	New	+$36.8K	﹤0.01%	897
2023 Q1	–	Sell	-2,393	Closed	-$70.3K	–	252
2022 Q4	$70.3K	Buy	+2,393	New	+$70K	0.03%	102
2021 Q4	–	Sell	-1,677	Closed	-$52K	–	126
2021 Q3	$52K	Buy	+1,677	New	+$52.4K	0.03%	82

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

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

AlphaCore Capital's SPSB Position: Q1 2026 in Review

AlphaCore Capital reduced its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 32% in Q1 2026, selling an estimated $17.4K and leaving 1,230 shares worth $37K. The position accounts for ﹤0.01% of the portfolio, ranked #1026.

AlphaCore Capital first reported a position in SPSB in Q3 2021 and has held it in 5 quarters since. The position peaked at $70.3K in Q4 2022. 570 funds tracked by Wall St. Rank hold SPSB as of Q1 2026.

AlphaCore Capital held 1,230 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $37K as of Q1 2026.
AlphaCore Capital sold 577 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q1 2026, an estimated $17.4K.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up ﹤0.01% of AlphaCore Capital's portfolio in Q1 2026, its #1026 holding.
AlphaCore Capital first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q3 2021 and has held it in 5 quarters since.
AlphaCore Capital's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $70.3K in Q4 2022.
570 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2026.

Based on AlphaCore Capital's 13F filing for Q1 2026, filed 15 May 2026.