Caldwell Sutter Capital’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Caldwell Sutter Capital’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	$17.3K	Hold	577	–	–	0.01%	551
2026 Q1	$17.4K	Hold	577	–	–	0.01%	504
2025 Q4	$17.4K	Hold	577	–	–	0.01%	488
2025 Q3	$17.5K	Hold	577	–	–	0.01%	489
2025 Q2	$17.4K	Hold	577	–	–	0.01%	481
2025 Q1	$17.4K	Hold	577	–	–	0.01%	486
2024 Q4	$17.2K	Hold	577	–	–	0.01%	499
2024 Q3	$17.5K	Hold	577	–	–	0.01%	499
2024 Q2	$17.1K	Hold	577	–	–	0.01%	499
2024 Q1	$17.2K	Hold	577	–	–	0.01%	490
2023 Q4	$17.2K	Hold	577	–	–	0.01%	486
2023 Q3	$16.9K	Hold	577	–	–	0.01%	471
2023 Q2	$17K	Buy	+577	New	+$17K	0.01%	466

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

Caldwell Sutter Capital's SPSB Position: Q2 2026 in Review

Caldwell Sutter Capital held its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) position steady in Q2 2026 at 577 shares worth $17.3K. The position accounts for 0.01% of the portfolio, ranked #551.

Caldwell Sutter Capital first reported a position in SPSB in Q2 2023 and has held it in 13 quarters since. The position peaked at $17.5K in Q3 2025. 571 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

Caldwell Sutter Capital held 577 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $17.3K as of Q2 2026.
Caldwell Sutter Capital left its State Street SPDR Portfolio Short Term Corporate Bond ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.01% of Caldwell Sutter Capital's portfolio in Q2 2026, its #551 holding.
Caldwell Sutter Capital first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q2 2023 and has held it in 13 quarters since.
Caldwell Sutter Capital's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $17.5K in Q3 2025.
571 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.