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

BFSG 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
Q1 		$1.58M Buy
52,392
+2,583
+5% +$78K 0.15% 143
2025
Q4 		$1.5M Buy
49,809
+16,310
+49% +$493K 0.15% 143
2025
Q3 		$1.01M Buy
33,499
+18,170
+119% +$548K 0.1% 177
2025
Q2 		$463K Buy
15,329
+10,780
+237% +$323K 0.05% 187
2025
Q1 		$137K Buy
4,549
+936
+26% +$28K 0.02% 282
2024
Q4 		$108K Sell
3,613
-262
-7% -$7.85K 0.01% 308
2024
Q3 		$117K Sell
3,875
-195
-5% -$5.85K 0.01% 308
2024
Q2 		$121K Buy
4,070
+288
+8% +$8.53K 0.02% 283
2024
Q1 		$113K Buy
3,782
+739
+24% +$22K 0.01% 298
2023
Q4 		$90.6K Buy
+3,043
New +$89.6K 0.01% 309
2020
Q2 		– Sell
-7,015
Closed -$212K – 176
2020
Q1 		$212K Sell
7,015
-6,400
-48% -$196K 0.05% 142
2019
Q4 		$413K Sell
13,415
-2,330
-15% -$71.8K 0.08% 169
2019
Q3 		$485K Buy
15,745
+3,575
+29% +$110K 0.11% 150
2019
Q2 		$375K Sell
12,170
-50
-0.4% -$1.53K 0.15% 107
2019
Q1 		$373K Sell
12,220
-10,678
-47% -$324K 0.14% 115
2018
Q4 		$690K Sell
22,898
-120,458
-84% -$3.62M 0.31% 72
2018
Q3 		$4.33M Buy
143,356
+10,270
+8% +$310K 1.82% 16
2018
Q2 		$4.01M Buy
133,086
+9,004
+7% +$271K 1.76% 15
2018
Q1 		$3.75M Buy
124,082
+12,149
+11% +$368K 1.66% 15
2017
Q4 		$3.4M Sell
111,933
-951
-0.8% -$29.1K 1.44% 19
2017
Q3 		$3.46M Buy
112,884
+41,091
+57% +$1.26M 1.56% 17
2017
Q2 		$2.2M Sell
71,793
-1,062
-1% -$32.5K 1.08% 32
2017
Q1 		$2.23M Buy
+72,855
New +$2.23M 1.12% 31

Other funds holding SPSB

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

BFSG LLC's SPSB Position: Q1 2026 in Review

BFSG LLC increased its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 5.2% in Q1 2026, buying an estimated $78K and bringing the position to 52,392 shares worth $1.58M. The position accounts for 0.15% of the portfolio, ranked #143.

BFSG LLC first reported a position in SPSB in Q1 2017 and has held it in 23 quarters since. The position peaked at $4.33M in Q3 2018. 570 funds tracked by Wall St. Rank hold SPSB as of Q1 2026.

  • BFSG LLC held 52,392 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $1.58M as of Q1 2026.
  • BFSG LLC bought 2,583 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q1 2026, an estimated $78K.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.15% of BFSG LLC's portfolio in Q1 2026, its #143 holding.
  • BFSG LLC first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q1 2017 and has held it in 23 quarters since.
  • BFSG LLC's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $4.33M in Q3 2018.
  • 570 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2026.

Based on BFSG LLC's 13F filing for Q1 2026, filed 29 Apr 2026.