Aspiriant LLC’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Aspiriant LLC’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 Q3	$1.46M	Buy	49,389 +34,580	+234%	+$1.03M	0.04%	141
2026 Q2	$444K	Sell	14,809 -1,000	-6%	-$30K	0.01%	263
2026 Q1	$475K	Buy	15,809 +778	+5%	+$23.5K	0.01%	225
2025 Q4	$454K	Buy	+15,031	New	+$454K	0.01%	225

Other funds holding SPSB

Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

Quattro Financial Advisors The Woodlands, Texas $483M AUM 11.42% 1-Year Est. Return

Cherry Tree Wealth Management Minnetonka, Minnesota $531M AUM 9.26% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return

Woodside Wealth Management Framingham, Massachusetts $146M AUM 13.89% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Tradewinds Capital Management Bellingham, Washington $578M AUM 35.02% 1-Year Est. Return

Cornerstone Management Duluth, Georgia $673M AUM 7.67% 1-Year Est. Return

Aspiriant LLC's SPSB Position: Q3 2026 in Review

Aspiriant LLC increased its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 234% in Q3 2026, buying an estimated $1.03M and bringing the position to 49,389 shares worth $1.46M. The position accounts for 0.04% of the portfolio, ranked #141.

Aspiriant LLC first reported a position in SPSB in Q4 2025 and has held it in 4 quarters since. 158 funds tracked by Wall St. Rank hold SPSB as of Q3 2026.

Aspiriant LLC held 49,389 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $1.46M as of Q3 2026.
Aspiriant LLC bought 34,580 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q3 2026, an estimated $1.03M.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.04% of Aspiriant LLC's portfolio in Q3 2026, its #141 holding.
Aspiriant LLC first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2025 and has held it in 4 quarters since.
158 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q3 2026.

Based on Aspiriant LLC's 13F filing for Q3 2026, filed 16 Oct 2026.