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

Capital Advisors Ltd’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	$172K	Buy	5,741 +40	+0.7%	+$1.2K	0.02%	317
2026 Q1	$171K	Buy	5,701 +26	+0.5%	+$785	0.02%	310
2025 Q4	$171K	Buy	5,675 +54	+1%	+$1.63K	0.02%	300
2025 Q3	$170K	Sell	5,621 -1,966	-26%	-$59.3K	0.02%	299
2025 Q2	$229K	Hold	7,587	–	–	0.03%	260
2025 Q1	$228K	Hold	7,587	–	–	0.03%	255
2024 Q4	$227K	Hold	7,587	–	–	0.03%	257
2024 Q3	$230K	Hold	7,587	–	–	0.03%	257
2024 Q2	$225K	Hold	7,587	–	–	0.03%	256
2024 Q1	$226K	Hold	7,587	–	–	0.03%	255
2023 Q4	$226K	Hold	7,587	–	–	0.03%	241
2023 Q3	$222K	Hold	7,587	–	–	0.03%	239
2023 Q2	$223K	Hold	7,587	–	–	0.03%	238
2023 Q1	$225K	Hold	7,587	–	–	0.04%	222
2022 Q4	$223K	Hold	7,587	–	–	0.04%	220
2022 Q3	$222K	Hold	7,587	–	–	0.04%	209
2022 Q2	$226K	Hold	7,587	–	–	0.04%	207
2022 Q1	$229K	Sell	7,587 -1,036	-12%	-$31.6K	0.04%	215
2021 Q4	$267K	Buy	8,623 +1,398	+19%	+$43.4K	0.04%	195
2021 Q3	$226K	Hold	7,225	–	–	0.04%	203
2021 Q2	$226K	Buy	7,225 +5,592	+342%	+$175K	0.04%	187
2021 Q1	$51K	Hold	1,633	–	–	0.01%	293
2020 Q4	$51K	Hold	1,633	–	–	0.01%	283
2020 Q3	$51K	Hold	1,633	–	–	0.01%	276
2020 Q2	$51K	Hold	1,633	–	–	0.01%	269
2020 Q1	$49K	Hold	1,633	–	–	0.02%	257
2019 Q4	$50K	Hold	1,633	–	–	0.01%	260
2019 Q3	$50K	Hold	1,633	–	–	0.01%	257
2019 Q2	$50K	Hold	1,633	–	–	0.01%	285
2019 Q1	$50K	Hold	1,633	–	–	0.01%	287
2018 Q4	$49K	Hold	1,633	–	–	0.01%	288
2018 Q3	$49K	Hold	1,633	–	–	0.01%	308
2018 Q2	$49K	Hold	1,633	–	–	0.02%	233
2018 Q1	$49K	Hold	1,633	–	–	0.02%	226
2017 Q4	$50K	Hold	1,633	–	–	0.02%	224
2017 Q3	$50K	Hold	1,633	–	–	0.02%	222
2017 Q2	$50K	Hold	1,633	–	–	0.02%	219
2017 Q1	$50K	Hold	1,633	–	–	0.02%	202
2016 Q4	$50K	Hold	1,633	–	–	0.02%	192
2016 Q3	$50K	Hold	1,633	–	–	0.02%	188
2016 Q2	$50K	Buy	+1,633	New	+$50.1K	0.02%	181

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 Ltd's SPSB Position: Q2 2026 in Review

Capital Advisors Ltd increased its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 0.7% in Q2 2026, buying an estimated $1.2K and bringing the position to 5,741 shares worth $172K. The position accounts for 0.02% of the portfolio, ranked #317.

Capital Advisors Ltd first reported a position in SPSB in Q2 2016 and has held it in 41 quarters since. The position peaked at $267K in Q4 2021. 571 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

Capital Advisors Ltd held 5,741 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $172K as of Q2 2026.
Capital Advisors Ltd bought 40 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2026, an estimated $1.2K.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.02% of Capital Advisors Ltd's portfolio in Q2 2026, its #317 holding.
Capital Advisors Ltd first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q2 2016 and has held it in 41 quarters since.
Capital Advisors Ltd's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $267K in Q4 2021.
571 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.