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

Aspetuck Financial Management’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	$3.51M	Sell	116,651 -349	-0.3%	-$10.5K	2.4%	12
2025 Q4	$3.53M	Sell	117,000 -1,419	-1%	-$42.9K	2.37%	13
2025 Q3	$3.59M	Sell	118,419 -226	-0.2%	-$6.82K	2.46%	11
2025 Q2	$3.58M	Buy	118,645 +390	+0.3%	+$11.7K	2.7%	10
2025 Q1	$3.56M	Buy	118,255 +1,194	+1%	+$35.8K	3.06%	8
2024 Q4	$3.5M	Buy	+117,061	New	+$3.51M	2.72%	9

Other funds holding SPSB

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Aspetuck Financial Management's SPSB Position: Q1 2026 in Review

Aspetuck Financial Management reduced its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 0.3% in Q1 2026, selling an estimated $10.5K and leaving 116,651 shares worth $3.51M. The position accounts for 2.4% of the portfolio, ranked #12.

Aspetuck Financial Management first reported a position in SPSB in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.59M in Q3 2025. 570 funds tracked by Wall St. Rank hold SPSB as of Q1 2026.

Aspetuck Financial Management held 116,651 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $3.51M as of Q1 2026.
Aspetuck Financial Management sold 349 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q1 2026, an estimated $10.5K.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up 2.4% of Aspetuck Financial Management's portfolio in Q1 2026, its #12 holding.
Aspetuck Financial Management first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2024 and has held it in 6 quarters since.
Aspetuck Financial Management's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $3.59M in Q3 2025.
570 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2026.

Based on Aspetuck Financial Management's 13F filing for Q1 2026, filed 6 May 2026.