Blue Trust Inc’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Blue Trust Inc’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	$124K	Buy	4,130 +530	+15%	+$15.9K	﹤0.01%	944
2026 Q1	$108K	Hold	3,600	–	–	﹤0.01%	991
2025 Q4	$109K	Hold	3,600	–	–	﹤0.01%	1022
2025 Q3	$109K	Hold	3,600	–	–	﹤0.01%	1034
2025 Q2	$109K	Hold	3,600	–	–	﹤0.01%	1012
2025 Q1	$108K	Hold	3,600	–	–	﹤0.01%	957
2024 Q4	$107K	Hold	3,600	–	–	﹤0.01%	908
2024 Q3	$107K	Sell	3,600 -749	-17%	-$22.5K	﹤0.01%	1184
2024 Q2	$129K	Hold	4,349	–	–	﹤0.01%	864
2024 Q1	$129K	Buy	4,349 +495	+13%	+$14.7K	﹤0.01%	640
2023 Q4	$113K	Buy	3,854 +235	+6%	+$6.92K	﹤0.01%	640
2023 Q3	$107K	Buy	3,619 +19	+0.5%	+$558	﹤0.01%	600
2023 Q2	$107K	Hold	3,600	–	–	﹤0.01%	482
2023 Q1	$106K	Hold	3,600	–	–	﹤0.01%	746
2022 Q4	$105K	Hold	3,600	–	–	﹤0.01%	648
2022 Q3	$107K	Hold	3,600	–	–	﹤0.01%	510
2022 Q2	$108K	Buy	+3,600	New	+$108K	﹤0.01%	472

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

Blue Trust Inc's SPSB Position: Q2 2026 in Review

Blue Trust Inc increased its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 15% in Q2 2026, buying an estimated $15.9K and bringing the position to 4,130 shares worth $124K. The position accounts for ﹤0.01% of the portfolio, ranked #944.

Blue Trust Inc first reported a position in SPSB in Q2 2022 and has held it in 17 quarters since. The position peaked at $129K in Q2 2024. 571 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

Blue Trust Inc held 4,130 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $124K as of Q2 2026.
Blue Trust Inc bought 530 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2026, an estimated $15.9K.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #944 holding.
Blue Trust Inc first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q2 2022 and has held it in 17 quarters since.
Blue Trust Inc's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $129K in Q2 2024.
571 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.