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 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 $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

Brian Low Financial Group's SPSB Position: Q2 2026 in Review

Brian Low Financial Group increased its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 12% in Q2 2026, buying an estimated $282K and bringing the position to 89,322 shares worth $2.68M. The position accounts for 1.56% of the portfolio, ranked #13.

Brian Low Financial Group first reported a position in SPSB in Q2 2025 and has held it in 5 quarters since. 576 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

Brian Low Financial Group held 89,322 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $2.68M as of Q2 2026.
Brian Low Financial Group bought 9,381 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2026, an estimated $282K.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up 1.56% of Brian Low Financial Group's portfolio in Q2 2026, its #13 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 5 quarters since.
576 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on Brian Low Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.