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

Amara Financial’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	$494K	Buy	16,454 +149	+0.9%	+$4.47K	0.3%	28
2026 Q1	$490K	Sell	16,305 -588	-3%	-$17.8K	0.34%	28
2025 Q4	$510K	Buy	16,893 +227	+1%	+$6.86K	0.35%	30
2025 Q3	$505K	Buy	16,666 +173	+1%	+$5.22K	0.37%	29
2025 Q2	$498K	Buy	16,493 +178	+1%	+$5.34K	0.44%	26
2025 Q1	$491K	Buy	16,315 +117	+0.7%	+$3.5K	0.45%	28
2024 Q4	$484K	Sell	16,198 -16,264	-50%	-$487K	0.45%	27
2024 Q3	$983K	Buy	+32,462	New	+$974K	0.94%	15

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

Amara Financial's SPSB Position: Q2 2026 in Review

Amara Financial increased its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 0.91% in Q2 2026, buying an estimated $4.47K and bringing the position to 16,454 shares worth $494K. The position accounts for 0.3% of the portfolio, ranked #28.

Amara Financial first reported a position in SPSB in Q3 2024 and has held it in 8 quarters since. The position peaked at $983K in Q3 2024. 572 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

Amara Financial held 16,454 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $494K as of Q2 2026.
Amara Financial bought 149 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2026, an estimated $4.47K.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.3% of Amara Financial's portfolio in Q2 2026, its #28 holding.
Amara Financial first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q3 2024 and has held it in 8 quarters since.
Amara Financial's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $983K in Q3 2024.
572 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on Amara Financial's 13F filing for Q2 2026, filed 7 Aug 2026.