Bessemer Group’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Bessemer Group’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	$5K	Sell	165 -1,627	-91%	-$49.1K	﹤0.01%	2240
2025 Q4	$54K	Buy	1,792 +794	+80%	+$24K	﹤0.01%	1621
2025 Q3	$30K	Buy	+998	New	+$30.1K	﹤0.01%	1572
2023 Q4	–	Sell	-516	Closed	-$15K	–	2276
2023 Q3	$15K	Buy	+516	New	+$15.2K	﹤0.01%	1524
2023 Q1	–	Sell	-2,000	Closed	-$59K	–	2058
2022 Q4	$59K	Buy	+2,000	New	+$58.5K	﹤0.01%	1126
2018 Q3	–	Sell	-21,020	Closed	-$634K	–	1885
2018 Q2	$634K	Hold	21,020	–	–	﹤0.01%	693
2018 Q1	$635K	Sell	21,020 -4,000	-16%	-$121K	﹤0.01%	706
2017 Q4	$761K	Sell	25,020 -6,500	-21%	-$199K	﹤0.01%	680
2017 Q3	$967K	Hold	31,520	–	–	﹤0.01%	670
2017 Q2	$966K	Hold	31,520	–	–	﹤0.01%	673
2017 Q1	$965K	Sell	31,520 -7,000	-18%	-$214K	﹤0.01%	718
2016 Q4	$1.18M	Hold	38,520	–	–	0.01%	664
2016 Q3	$1.19M	Hold	38,520	–	–	0.01%	573
2016 Q2	$1.19M	Buy	38,520 +5,000	+15%	+$153K	0.01%	447
2016 Q1	$1.03M	Sell	33,520 -689	-2%	-$21K	0.01%	464
2015 Q4	$1.04M	Sell	34,209 -42,040	-55%	-$1.28M	0.01%	542
2015 Q3	$2.33M	Buy	76,249 +54,540	+251%	+$1.66M	0.01%	381
2015 Q2	$664K	Sell	21,709 -21,706	-50%	-$666K	﹤0.01%	602
2015 Q1	$1.33M	Hold	43,415	–	–	0.01%	477
2014 Q4	$1.33M	Hold	43,415	–	–	0.01%	437
2014 Q3	$1.33M	Hold	43,415	–	–	0.01%	426
2014 Q2	$1.34M	Hold	43,415	–	–	0.01%	406
2014 Q1	$1.33M	Buy	+43,415	New	+$1.33M	0.01%	390

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

Bessemer Group's SPSB Position: Q1 2026 in Review

Bessemer Group reduced its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 91% in Q1 2026, selling an estimated $49.1K and leaving 165 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #2240.

Bessemer Group first reported a position in SPSB in Q1 2014 and has held it in 23 quarters since. The position peaked at $2.33M in Q3 2015. 571 funds tracked by Wall St. Rank hold SPSB as of Q1 2026.

Bessemer Group held 165 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $5K as of Q1 2026.
Bessemer Group sold 1,627 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q1 2026, an estimated $49.1K.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up ﹤0.01% of Bessemer Group's portfolio in Q1 2026, its #2240 holding.
Bessemer Group first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q1 2014 and has held it in 23 quarters since.
Bessemer Group's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $2.33M in Q3 2015.
571 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2026.

Based on Bessemer Group's 13F filing for Q1 2026, filed 6 May 2026.