Brown Advisory’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Brown Advisory’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	$20.2M	Buy	674,637 +665,708	+7,456%	+$20M	0.03%	349
2026 Q1	$268K	Sell	8,929 -425	-5%	-$12.8K	﹤0.01%	1249
2025 Q4	$282K	Buy	9,354 +1,537	+20%	+$46.4K	﹤0.01%	1226
2025 Q3	$237K	Hold	7,817	–	–	﹤0.01%	1287
2025 Q2	$236K	Buy	7,817 +820	+12%	+$24.6K	﹤0.01%	1242
2025 Q1	$211K	Hold	6,997	–	–	﹤0.01%	1251
2024 Q4	$209K	Hold	6,997	–	–	﹤0.01%	1274
2024 Q3	$212K	Hold	6,997	–	–	﹤0.01%	1196
2024 Q2	$208K	Hold	6,997	–	–	﹤0.01%	1171
2024 Q1	$208K	Sell	6,997 -12,000	-63%	-$357K	﹤0.01%	1176
2023 Q4	$566K	Hold	18,997	–	–	﹤0.01%	903
2023 Q3	$557K	Hold	18,997	–	–	﹤0.01%	881
2023 Q2	$559K	Sell	18,997 -338	-2%	-$9.98K	﹤0.01%	881
2023 Q1	$573K	Buy	19,335 +338	+2%	+$9.97K	﹤0.01%	885
2022 Q4	$558K	Buy	+18,997	New	+$556K	﹤0.01%	883

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

Brown Advisory's SPSB Position: Q2 2026 in Review

Brown Advisory increased its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 7,456% in Q2 2026, buying an estimated $20M and bringing the position to 674,637 shares worth $20.2M. The position accounts for 0.03% of the portfolio, ranked #349.

Brown Advisory first reported a position in SPSB in Q4 2022 and has held it in 15 quarters since. 574 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

Brown Advisory held 674,637 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $20.2M as of Q2 2026.
Brown Advisory bought 665,708 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2026, an estimated $20M.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.03% of Brown Advisory's portfolio in Q2 2026, its #349 holding.
Brown Advisory first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2022 and has held it in 15 quarters since.
574 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on Brown Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.