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BIP Wealth’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

BIP Wealth’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 		$52.3M Buy
1,742,998
+264,822
+18% +$7.95M 1.48% 10
2026
Q1 		$44.4M Buy
1,478,176
+27,514
+2% +$831K 1.81% 11
2025
Q4 		$43.8M Buy
1,450,662
+161,263
+13% +$4.87M 1.55% 11
2025
Q3 		$39.1M Buy
1,289,399
+584,356
+83% +$17.6M 1.93% 10
2025
Q2 		$21.3M Buy
705,043
+126,073
+22% +$3.78M 1.31% 11
2025
Q1 		$17.4M Buy
578,970
+26,438
+5% +$792K 1.14% 14
2024
Q4 		$16.5M Buy
552,532
+9,233
+2% +$277K 1.1% 13
2024
Q3 		$16.5M Buy
543,299
+46,944
+9% +$1.41M 1.12% 13
2024
Q2 		$14.7M Sell
496,355
-132,847
-21% -$3.94M 1.21% 12
2024
Q1 		$18.7M Sell
629,202
-58,427
-8% -$1.74M 1.37% 11
2023
Q4 		$20.5M Sell
687,629
-74,012
-10% -$2.18M 1.61% 10
2023
Q3 		$22.3M Sell
761,641
-75,109
-9% -$2.21M 2.05% 9
2023
Q2 		$24.6M Buy
836,750
+51,638
+7% +$1.52M 2.02% 9
2023
Q1 		$23.2M Buy
+785,112
New +$23.2M 2.55% 8

Other funds holding SPSB

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

BIP Wealth's SPSB Position: Q2 2026 in Review

BIP Wealth increased its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 18% in Q2 2026, buying an estimated $7.95M and bringing the position to 1,742,998 shares worth $52.3M. The position accounts for 1.48% of the portfolio, ranked #10.

BIP Wealth first reported a position in SPSB in Q1 2023 and has held it in 14 quarters since. 571 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

  • BIP Wealth held 1,742,998 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $52.3M as of Q2 2026.
  • BIP Wealth bought 264,822 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2026, an estimated $7.95M.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up 1.48% of BIP Wealth's portfolio in Q2 2026, its #10 holding.
  • BIP Wealth first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q1 2023 and has held it in 14 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 BIP Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.