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

Capital Advisors Inc’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	–	Sell	-952,098	Closed	-$28.6M	–	395
2026 Q1	$28.6M	Buy	952,098 +13,806	+1%	+$417K	0.46%	74
2025 Q4	$28.3M	Sell	938,292 -2,518	-0.3%	-$76.1K	0.46%	77
2025 Q3	$28.5M	Sell	940,810 -2,492	-0.3%	-$75.2K	0.48%	76
2025 Q2	$28.5M	Buy	943,302 +97	+0%	+$2.91K	0.51%	74
2025 Q1	$28.4M	Sell	943,205 -16,789	-2%	-$503K	0.57%	74
2024 Q4	$28.7M	Buy	+959,994	New	+$28.8M	0.57%	70

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

Capital Advisors Inc's SPSB Position: Q2 2026 in Review

Capital Advisors Inc sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q2 2026, closing a stake of 952,098 shares — an estimated $28.6M sold.

Capital Advisors Inc first reported a position in SPSB in Q4 2024 and held it in 6 quarters. The position peaked at $28.7M in Q4 2024. 573 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

Capital Advisors Inc reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
Capital Advisors Inc sold 952,098 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2026, an estimated $28.6M.
Capital Advisors Inc first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2024 and held it in 6 quarters.
Capital Advisors Inc's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $28.7M in Q4 2024.
573 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on Capital Advisors Inc's 13F filing for Q2 2026, filed 23 Jul 2026.