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

Atlas 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	$133K	Hold	4,432	–	–	0.01%	554
2026 Q1	$133K	Buy	+4,432	New	+$134K	0.02%	482
2025 Q2	$134K	Hold	4,432	–	–	0.02%	479
2025 Q1	$133K	Hold	4,432	–	–	0.02%	487
2024 Q4	$132K	Hold	4,432	–	–	0.02%	464
2024 Q3	$134K	Hold	4,432	–	–	0.02%	441
2024 Q2	$132K	Buy	+4,432	New	+$131K	0.02%	456
2024 Q1	–	Sell	-5,060	Closed	-$151K	–	955
2023 Q4	$151K	Hold	5,060	–	–	0.02%	425
2023 Q3	$148K	Hold	5,060	–	–	0.02%	387
2023 Q2	$149K	Buy	5,060 +278	+6%	+$8.21K	0.02%	409
2023 Q1	$142K	Buy	4,782 +1,013	+27%	+$29.9K	0.02%	414
2022 Q4	$111K	Hold	3,769	–	–	0.02%	432
2022 Q3	$110K	Buy	3,769 +396	+12%	+$11.8K	0.02%	432
2022 Q2	$100K	Buy	3,373 +2,752	+443%	+$82.2K	0.02%	458
2022 Q1	$18.7K	Buy	621 +227	+58%	+$6.93K	﹤0.01%	644
2021 Q4	$12.2K	Hold	394	–	–	﹤0.01%	692
2021 Q3	$12.3K	Sell	394 -106	-21%	-$3.31K	﹤0.01%	695
2021 Q2	$15.7K	Hold	500	–	–	﹤0.01%	680
2021 Q1	$15.7K	Buy	+500	New	+$15.7K	﹤0.01%	626
2020 Q3	–	Sell	-500	Closed	-$15.7K	–	555
2020 Q2	$15.7K	Buy	+500	New	+$15.5K	﹤0.01%	574
2019 Q4	–	Sell	-500	Closed	-$15.4K	–	669
2019 Q3	$15.4K	Buy	+500	New	+$15.4K	﹤0.01%	541
2019 Q2	–	Sell	-500	Closed	-$15.3K	–	678
2019 Q1	$15.3K	Buy	+500	New	+$15.2K	0.01%	501
2018 Q2	–	Sell	-500	Closed	-$15.1K	–	559
2018 Q1	$15.1K	Buy	+500	New	+$15.1K	﹤0.01%	463

Other funds holding SPSB

Creative Planning Overland Park, Kansas $171B AUM 24.68% 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 22.96% 1-Year Est. Return

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

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

Atlas Capital Advisors held its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) position steady in Q2 2026 at 4,432 shares worth $133K. The position accounts for 0.01% of the portfolio, ranked #554.

Atlas Capital Advisors first reported a position in SPSB in Q1 2018 and has held it in 23 quarters since. The position peaked at $151K in Q4 2023. 571 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

Atlas Capital Advisors held 4,432 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $133K as of Q2 2026.
Atlas Capital Advisors 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 0.01% of Atlas Capital Advisors's portfolio in Q2 2026, its #554 holding.
Atlas Capital Advisors first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q1 2018 and has held it in 23 quarters since.
Atlas Capital Advisors's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $151K in Q4 2023.
571 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

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