ACA
SPSB icon

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

Aptus Capital 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
Q1 		$103K Sell
3,417
-329
-9% -$9.93K ﹤0.01% 1144
2025
Q4 		$113K Sell
3,746
-93
-2% -$2.81K ﹤0.01% 1147
2025
Q3 		$116K Hold
3,839
– – ﹤0.01% 1090
2025
Q2 		$116K Hold
3,839
– – ﹤0.01% 1052
2025
Q1 		$116K Hold
3,839
– – ﹤0.01% 985
2024
Q4 		$115K Buy
3,839
+3,165
+470% +$94.9K ﹤0.01% 982
2024
Q3 		$20.4K Buy
674
+424
+170% +$12.7K ﹤0.01% 1036
2024
Q2 		$7.42K Buy
250
+50
+25% +$1.48K ﹤0.01% 1044
2024
Q1 		$5.95K Buy
+200
New +$5.95K ﹤0.01% 1070
2023
Q1 		– Sell
-28,925
Closed -$850K – 888
2022
Q4 		$850K Sell
28,925
-6,215
-18% -$182K 0.03% 286
2022
Q3 		$1.03M Buy
+35,140
New +$1.04M 0.03% 261

Other funds holding SPSB

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return