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

Beacon Pointe 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	$39.7M	Buy	1,321,897 +896,325	+211%	+$26.9M	0.18%	118
2026 Q1	$12.8M	Buy	+425,572	New	+$12.8M	0.07%	262
2023 Q4	–	Sell	-8,649	Closed	-$254K	–	1388
2023 Q3	$254K	Sell	8,649 -3,196	-27%	-$93.9K	﹤0.01%	1139
2023 Q2	$349K	Sell	11,845 -953	-7%	-$28.1K	0.01%	834
2023 Q1	$379K	Buy	12,798 +166	+1%	+$4.9K	0.01%	849
2022 Q4	$371K	Sell	12,632 -10,447	-45%	-$306K	0.01%	790
2022 Q3	$675K	Sell	23,079 -276	-1%	-$8.19K	0.02%	557
2022 Q2	$693K	Sell	23,355 -244	-1%	-$7.29K	0.01%	565
2022 Q1	$711K	Buy	+23,599	New	+$720K	0.01%	711

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

Beacon Pointe Advisors's SPSB Position: Q2 2026 in Review

Beacon Pointe Advisors increased its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 211% in Q2 2026, buying an estimated $26.9M and bringing the position to 1,321,897 shares worth $39.7M. The position accounts for 0.18% of the portfolio, ranked #118.

Beacon Pointe Advisors first reported a position in SPSB in Q1 2022 and has held it in 9 quarters since. 571 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

Beacon Pointe Advisors held 1,321,897 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $39.7M as of Q2 2026.
Beacon Pointe Advisors bought 896,325 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2026, an estimated $26.9M.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.18% of Beacon Pointe Advisors's portfolio in Q2 2026, its #118 holding.
Beacon Pointe Advisors first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q1 2022 and has held it in 9 quarters since.
571 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.