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

American Capital Advisory’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	$60K	Hold	2,000	–	–	0.02%	196
2026 Q1	$60.1K	Hold	2,000	–	–	0.02%	188
2025 Q4	$60.4K	Hold	2,000	–	–	0.03%	183
2025 Q3	$60.6K	Hold	2,000	–	–	0.03%	175
2025 Q2	$60.4K	Hold	2,000	–	–	0.03%	166
2025 Q1	$60.2K	Hold	2,000	–	–	0.03%	160
2024 Q4	$59.7K	Hold	2,000	–	–	0.03%	156
2024 Q3	$60.6K	Hold	2,000	–	–	0.04%	159
2024 Q2	$59.6K	Buy	+2,000	New	+$59.3K	0.04%	142
2024 Q1	–	Sell	-2,000	Closed	-$59.6K	–	508
2023 Q4	$59.6K	Buy	+2,000	New	+$58.9K	0.04%	142

Other funds holding SPSB

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

RWM

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return

AFG

Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return

SPIA

Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return

American Capital Advisory's SPSB Position: Q2 2026 in Review

American Capital Advisory held its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) position steady in Q2 2026 at 2,000 shares worth $60K. The position accounts for 0.02% of the portfolio, ranked #196.

American Capital Advisory first reported a position in SPSB in Q4 2023 and has held it in 10 quarters since. The position peaked at $60.6K in Q3 2025. 373 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

American Capital Advisory held 2,000 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $60K as of Q2 2026.
American Capital Advisory left its State Street SPDR Portfolio Short Term Corporate Bond ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.02% of American Capital Advisory's portfolio in Q2 2026, its #196 holding.
American Capital Advisory first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2023 and has held it in 10 quarters since.
American Capital Advisory's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $60.6K in Q3 2025.
373 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on American Capital Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.