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Braun-Bostich & Associates’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Braun-Bostich & Associates’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 		$207K Buy
6,914
+221
+3% +$6.63K 0.12% 131
2026
Q1 		$201K Buy
+6,693
New +$202K 0.13% 126
2025
Q2 		– Sell
-6,702
Closed -$202K – 122
2025
Q1 		$202K Buy
+6,702
New +$201K 0.15% 110

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

Braun-Bostich & Associates's SPSB Position: Q2 2026 in Review

Braun-Bostich & Associates increased its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 3.3% in Q2 2026, buying an estimated $6.63K and bringing the position to 6,914 shares worth $207K. The position accounts for 0.12% of the portfolio, ranked #131.

Braun-Bostich & Associates first reported a position in SPSB in Q1 2025 and has held it in 3 quarters since. 571 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

  • Braun-Bostich & Associates held 6,914 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $207K as of Q2 2026.
  • Braun-Bostich & Associates bought 221 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2026, an estimated $6.63K.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.12% of Braun-Bostich & Associates's portfolio in Q2 2026, its #131 holding.
  • Braun-Bostich & Associates first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q1 2025 and has held it in 3 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 Braun-Bostich & Associates's 13F filing for Q2 2026, filed 24 Jul 2026.