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 Q2	$1.7M	Sell	56,508 -132,252	-70%	-$3.97M	0.93%	23
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 $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

Caitlin John's SPSB Position: Q2 2026 in Review

Caitlin John reduced its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 70% in Q2 2026, selling an estimated $3.97M and leaving 56,508 shares worth $1.7M. The position accounts for 0.93% of the portfolio, ranked #23.

Caitlin John first reported a position in SPSB in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.68M in Q1 2026. 574 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

Caitlin John held 56,508 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $1.7M as of Q2 2026.
Caitlin John sold 132,252 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2026, an estimated $3.97M.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.93% of Caitlin John's portfolio in Q2 2026, its #23 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 11 quarters since.
Caitlin John's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $5.68M in Q1 2026.
574 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on Caitlin John's 13F filing for Q2 2026, filed 17 Aug 2026.