Caitlin John’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Caitlin John’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	$5.68M	Buy	188,760 +47,218	+33%	+$1.43M	3.4%	6
2025 Q4	$4.27M	Buy	141,542 +90,870	+179%	+$2.75M	2.8%	5
2025 Q3	$1.53M	Sell	50,672 -1,327	-3%	-$40K	1.07%	25
2025 Q2	$1.57M	Sell	51,999 -24,596	-32%	-$738K	1.43%	17
2025 Q1	$2.31M	Buy	76,595 +24,976	+48%	+$748K	2.26%	8
2024 Q4	$1.54M	Sell	51,619 -6,398	-11%	-$192K	1.02%	36
2024 Q3	$1.74M	Sell	58,017 -5,025	-8%	-$151K	1.09%	34
2024 Q2	$1.87M	Buy	63,042 +2,866	+5%	+$84.9K	1.35%	13
2024 Q1	$1.79M	Sell	60,176 -2,367	-4%	-$70.4K	1.34%	10
2023 Q4	$1.86M	Buy	+62,543	New	+$1.84M	1.52%	10

Other funds holding SPSB

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Caitlin John's SPSB Position: Q1 2026 in Review

Caitlin John increased its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 33% in Q1 2026, buying an estimated $1.43M and bringing the position to 188,760 shares worth $5.68M. The position accounts for 3.4% of the portfolio, ranked #6.

Caitlin John first reported a position in SPSB in Q4 2023 and has held it in 10 quarters since. 570 funds tracked by Wall St. Rank hold SPSB as of Q1 2026.

Caitlin John held 188,760 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $5.68M as of Q1 2026.
Caitlin John bought 47,218 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q1 2026, an estimated $1.43M.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up 3.4% of Caitlin John's portfolio in Q1 2026, its #6 holding.
Caitlin John first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2023 and has held it in 10 quarters since.
570 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2026.

Based on Caitlin John's 13F filing for Q1 2026, filed 13 May 2026.