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Brian Low Financial Group’s State Street SPDR Portfolio Short Term Corporate Bond 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
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
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Brian Low Financial Group's SPSB Position: Q1 2026 in Review

Brian Low Financial Group increased its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 0.23% in Q1 2026, buying an estimated $5.49K and bringing the position to 79,941 shares worth $2.4M. The position accounts for 1.63% of the portfolio, ranked #9.

Brian Low Financial Group first reported a position in SPSB in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.54M in Q2 2025. 571 funds tracked by Wall St. Rank hold SPSB as of Q1 2026.

  • Brian Low Financial Group held 79,941 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $2.4M as of Q1 2026.
  • Brian Low Financial Group bought 182 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q1 2026, an estimated $5.49K.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up 1.63% of Brian Low Financial Group's portfolio in Q1 2026, its #9 holding.
  • Brian Low Financial Group first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • Brian Low Financial Group's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $2.54M in Q2 2025.
  • 571 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2026.

Based on Brian Low Financial Group's 13F filing for Q1 2026, filed 20 Apr 2026.