Barnes Pettey Financial Advisors’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Barnes Pettey Financial 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	$1.68M	Sell	55,883 -455	-0.8%	-$13.7K	0.53%	45
2026 Q1	$1.69M	Buy	56,338 +9,973	+22%	+$301K	0.74%	37
2025 Q4	$1.4M	Buy	46,365 +1,361	+3%	+$41.1K	0.69%	35
2025 Q3	$1.36M	Buy	45,004 +1,160	+3%	+$35K	0.75%	32
2025 Q2	$1.32M	Buy	43,844 +3,675	+9%	+$110K	0.88%	26
2025 Q1	$1.21M	Buy	40,169 +26,833	+201%	+$804K	0.94%	28
2024 Q4	$398K	Buy	13,336 +4,125	+45%	+$124K	0.3%	57
2024 Q3	$279K	Buy	9,211 +534	+6%	+$16K	0.22%	77
2024 Q2	$258K	Buy	+8,677	New	+$257K	0.22%	76

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

Barnes Pettey Financial Advisors's SPSB Position: Q2 2026 in Review

Barnes Pettey Financial Advisors reduced its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 0.81% in Q2 2026, selling an estimated $13.7K and leaving 55,883 shares worth $1.68M. The position accounts for 0.53% of the portfolio, ranked #45.

Barnes Pettey Financial Advisors first reported a position in SPSB in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.69M in Q1 2026. 571 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

Barnes Pettey Financial Advisors held 55,883 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $1.68M as of Q2 2026.
Barnes Pettey Financial Advisors sold 455 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2026, an estimated $13.7K.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.53% of Barnes Pettey Financial Advisors's portfolio in Q2 2026, its #45 holding.
Barnes Pettey Financial Advisors first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q2 2024 and has held it in 9 quarters since.
Barnes Pettey Financial Advisors's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $1.69M in Q1 2026.
571 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on Barnes Pettey Financial Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.