Brian Low Financial Group’s State Street SPDR Portfolio Short Term Corporate Bond Index ETF SPSB Stock Holding History

Brian Low Financial Group’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 Q3	$2.68M	Buy	90,556 +1,234	+1%	+$36.8K	1.49%	14
2026 Q2	$2.68M	Buy	89,322 +9,381	+12%	+$282K	1.56%	13
2026 Q1	$2.4M	Buy	79,941 +182	+0.2%	+$5.49K	1.63%	9
2025 Q4	$2.41M	Sell	79,759 -1,258	-2%	-$38K	1.71%	12
2025 Q3	$2.45M	Sell	81,017 -3,167	-4%	-$95.5K	1.9%	10
2025 Q2	$2.54M	Buy	+84,184	New	+$2.53M	2.38%	8

Other funds holding SPSB

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $73.6B AUM 18.65% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.17B AUM 13.41% 1-Year Est. Return

MCF Advisors Covington, Kentucky $2.81B AUM 12.54% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Brian Low Financial Group's SPSB Position: Q3 2026 in Review

Brian Low Financial Group increased its State Street SPDR Portfolio Short Term Corporate Bond Index ETF (SPSB) stake by 1.4% in Q3 2026, buying an estimated $36.8K and bringing the position to 90,556 shares worth $2.68M. The position accounts for 1.49% of the portfolio, ranked #14.

Brian Low Financial Group first reported a position in SPSB in Q2 2025 and has held it in 6 quarters since. The position peaked at $2.68M in Q2 2026. 503 funds tracked by Wall St. Rank hold SPSB as of Q3 2026.

Brian Low Financial Group held 90,556 shares of State Street SPDR Portfolio Short Term Corporate Bond Index ETF worth $2.68M as of Q3 2026.
Brian Low Financial Group bought 1,234 State Street SPDR Portfolio Short Term Corporate Bond Index ETF shares in Q3 2026, an estimated $36.8K.
State Street SPDR Portfolio Short Term Corporate Bond Index ETF made up 1.49% of Brian Low Financial Group's portfolio in Q3 2026, its #14 holding.
Brian Low Financial Group first reported a position in State Street SPDR Portfolio Short Term Corporate Bond Index ETF in Q2 2025 and has held it in 6 quarters since.
Brian Low Financial Group's State Street SPDR Portfolio Short Term Corporate Bond Index ETF position peaked at $2.68M in Q2 2026.
503 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond Index ETF as of Q3 2026.

Based on Brian Low Financial Group's 13F filing for Q3 2026, filed 28 Oct 2026.