Aptus Capital Advisors’s State Street SPDR Portfolio Short Term Corporate Bond Index 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 Q2	$103K	Buy	3,420 +3	+0.1%	+$90	﹤0.01%	1249
2026 Q1	$103K	Sell	3,417 -329	-9%	-$9.9K	﹤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%	1038
2024 Q2	$7.42K	Buy	250 +50	+25%	+$1.48K	﹤0.01%	1044
2024 Q1	$5.95K	Buy	+200	New	+$5.95K	﹤0.01%	1069
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	0.02%	261

Other funds holding SPSB

Creative Planning Overland Park, Kansas $179B AUM 16.96% 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 22.9% 1-Year Est. Return

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

Aptus Capital Advisors's SPSB Position: Q2 2026 in Review

Aptus Capital Advisors increased its State Street SPDR Portfolio Short Term Corporate Bond Index ETF (SPSB) stake by 0.09% in Q2 2026, buying an estimated $90 and bringing the position to 3,420 shares worth $103K. The position accounts for ﹤0.01% of the portfolio, ranked #1249.

Aptus Capital Advisors first reported a position in SPSB in Q3 2022 and has held it in 12 quarters since. The position peaked at $1.03M in Q3 2022. 583 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

Aptus Capital Advisors held 3,420 shares of State Street SPDR Portfolio Short Term Corporate Bond Index ETF worth $103K as of Q2 2026.
Aptus Capital Advisors bought 3 State Street SPDR Portfolio Short Term Corporate Bond Index ETF shares in Q2 2026, an estimated $90.
State Street SPDR Portfolio Short Term Corporate Bond Index ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1249 holding.
Aptus Capital Advisors first reported a position in State Street SPDR Portfolio Short Term Corporate Bond Index ETF in Q3 2022 and has held it in 12 quarters since.
Aptus Capital Advisors's State Street SPDR Portfolio Short Term Corporate Bond Index ETF position peaked at $1.03M in Q3 2022.
583 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond Index ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.