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

Altiora 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 Q2	$512K	Buy	17,050 +180	+1%	+$5.4K	0.08%	75
2026 Q1	$507K	Buy	16,870 +119	+0.7%	+$3.59K	0.08%	75
2025 Q4	$506K	Buy	16,751 +222	+1%	+$6.71K	0.09%	67
2025 Q3	$501K	Buy	16,529 +164	+1%	+$4.95K	0.09%	65
2025 Q2	$494K	Buy	16,365 +1,867	+13%	+$56K	0.1%	67
2025 Q1	$436K	Hold	14,498	–	–	0.09%	68
2024 Q4	$433K	Hold	14,498	–	–	0.09%	72
2024 Q3	$439K	Buy	14,498 +1,890	+15%	+$56.7K	0.1%	72
2024 Q2	$374K	Hold	12,608	–	–	0.09%	68
2024 Q1	$375K	Hold	12,608	–	–	0.1%	63
2023 Q4	$375K	Buy	12,608 +1,588	+14%	+$46.7K	0.11%	60
2023 Q3	$323K	Sell	11,020 -11,180	-50%	-$328K	0.15%	47
2023 Q2	$654K	Hold	22,200	–	–	0.29%	34
2023 Q1	$658K	Hold	22,200	–	–	0.3%	33
2022 Q4	$652K	Buy	+22,200	New	+$650K	0.33%	29

Other funds holding SPSB

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Altiora Financial Group's SPSB Position: Q2 2026 in Review

Altiora Financial Group increased its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 1.1% in Q2 2026, buying an estimated $5.4K and bringing the position to 17,050 shares worth $512K. The position accounts for 0.08% of the portfolio, ranked #75.

Altiora Financial Group first reported a position in SPSB in Q4 2022 and has held it in 15 quarters since. The position peaked at $658K in Q1 2023. 576 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

Altiora Financial Group held 17,050 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $512K as of Q2 2026.
Altiora Financial Group bought 180 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2026, an estimated $5.4K.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.08% of Altiora Financial Group's portfolio in Q2 2026, its #75 holding.
Altiora Financial Group 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.
Altiora Financial Group's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $658K in Q1 2023.
576 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on Altiora Financial Group's 13F filing for Q2 2026, filed 10 Aug 2026.