Boston Family Office’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Boston Family Office’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	$248K	Hold	8,280	–	–	0.02%	291
2026 Q1	$249K	Hold	8,280	–	–	0.02%	288
2025 Q4	$250K	Buy	+8,280	New	+$250K	0.02%	284
2023 Q1	–	Sell	-11,699	Closed	-$344K	–	269
2022 Q4	$344K	Sell	11,699 -696	-6%	-$20.4K	0.03%	220
2022 Q3	$362K	Hold	12,395	–	–	0.03%	216
2022 Q2	$369K	Hold	12,395	–	–	0.03%	215
2022 Q1	$373K	Hold	12,395	–	–	0.03%	228
2021 Q4	$384K	Hold	12,395	–	–	0.03%	232
2021 Q3	$387K	Buy	12,395 +415	+3%	+$13K	0.03%	223
2021 Q2	$375K	Buy	+11,980	New	+$375K	0.03%	226

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

Boston Family Office's SPSB Position: Q2 2026 in Review

Boston Family Office held its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) position steady in Q2 2026 at 8,280 shares worth $248K. The position accounts for 0.02% of the portfolio, ranked #291.

Boston Family Office first reported a position in SPSB in Q2 2021 and has held it in 10 quarters since. The position peaked at $387K in Q3 2021. 571 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

Boston Family Office held 8,280 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $248K as of Q2 2026.
Boston Family Office left its State Street SPDR Portfolio Short Term Corporate Bond ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.02% of Boston Family Office's portfolio in Q2 2026, its #291 holding.
Boston Family Office first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q2 2021 and has held it in 10 quarters since.
Boston Family Office's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $387K in Q3 2021.
571 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on Boston Family Office's 13F filing for Q2 2026, filed 12 Aug 2026.