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Bragg Financial Advisors’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Bragg Financial Advisors’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 		$506K Buy
16,857
+361
+2% +$10.8K 0.01% 291
2026
Q1 		$496K Buy
16,496
+233
+1% +$7.03K 0.02% 277
2025
Q4 		$491K Hold
16,263
– – 0.02% 273
2025
Q3 		$493K Buy
16,263
+330
+2% +$9.96K 0.02% 266
2025
Q2 		$481K Sell
15,933
-7,417
-32% -$223K 0.02% 270
2025
Q1 		$703K Hold
23,350
– – 0.03% 232
2024
Q4 		$697K Buy
+23,350
New +$700K 0.03% 233

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

Bragg Financial Advisors's SPSB Position: Q2 2026 in Review

Bragg Financial Advisors increased its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 2.2% in Q2 2026, buying an estimated $10.8K and bringing the position to 16,857 shares worth $506K. The position accounts for 0.01% of the portfolio, ranked #291.

Bragg Financial Advisors first reported a position in SPSB in Q4 2024 and has held it in 7 quarters since. The position peaked at $703K in Q1 2025. 572 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

  • Bragg Financial Advisors held 16,857 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $506K as of Q2 2026.
  • Bragg Financial Advisors bought 361 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2026, an estimated $10.8K.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.01% of Bragg Financial Advisors's portfolio in Q2 2026, its #291 holding.
  • Bragg Financial Advisors first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Bragg Financial Advisors's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $703K in Q1 2025.
  • 572 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on Bragg Financial Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.