Capital Advisory Group Advisory Services’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Capital Advisory Group Advisory Services’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	–	Sell	-32,273	Closed	-$975K	–	134
2025 Q4	$975K	Buy	32,273 +169	+0.5%	+$5.11K	0.29%	79
2025 Q3	$972K	Buy	32,104 +522	+2%	+$15.7K	0.3%	81
2025 Q2	$953K	Buy	31,582 +3,354	+12%	+$101K	0.34%	71
2025 Q1	$850K	Buy	28,228 +1,865	+7%	+$55.9K	0.32%	79
2024 Q4	$787K	Sell	26,363 -203	-0.8%	-$6.08K	0.28%	83
2024 Q3	$804K	Sell	26,566 -148	-0.6%	-$4.44K	0.32%	72
2024 Q2	$793K	Sell	26,714 -6,236	-19%	-$185K	0.34%	66
2024 Q1	$981K	Sell	32,950 -1,342	-4%	-$39.9K	0.47%	58
2023 Q4	$1.02M	Sell	34,292 -3,617	-10%	-$106K	0.55%	52
2023 Q3	$1.11M	Buy	37,909 +1,110	+3%	+$32.6K	0.63%	49
2023 Q2	$1.08M	Buy	36,799 +7,756	+27%	+$229K	0.77%	39
2023 Q1	$861K	Buy	29,043 +6,316	+28%	+$186K	0.52%	52
2022 Q4	$668K	Sell	22,727 -2,099	-8%	-$61.4K	0.45%	62
2022 Q3	$725K	Sell	24,826 -1,272	-5%	-$37.8K	0.5%	61
2022 Q2	$781K	Sell	26,098 -455	-2%	-$13.6K	0.47%	66
2022 Q1	$800K	Buy	+26,553	New	+$810K	0.37%	75
2021 Q4	–	Sell	-26,687	Closed	-$834K	–	452
2021 Q3	$834K	Sell	26,687 -1,207	-4%	-$37.7K	0.3%	82
2021 Q2	$873K	Buy	27,894 +278	+1%	+$8.7K	0.32%	78
2021 Q1	$865K	Buy	27,616 +1,166	+4%	+$36.5K	0.34%	78
2020 Q4	$831K	Buy	26,450 +944	+4%	+$29.6K	0.35%	69
2020 Q3	$800K	Sell	25,506 -7,936	-24%	-$249K	0.41%	58
2020 Q2	$1.05M	Buy	33,442 +32,528	+3,559%	+$1.01M	0.59%	37
2020 Q1	$28K	Sell	914 -113	-11%	-$3.45K	0.03%	140
2019 Q4	$31K	Sell	1,027 -370	-26%	-$11.4K	0.02%	130
2019 Q3	$43K	Hold	1,397	–	–	0.03%	157
2019 Q2	$43K	Sell	1,397 -1,144	-45%	-$35K	0.03%	163
2019 Q1	$78K	Buy	+2,541	New	+$77.1K	0.06%	121

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

Capital Advisory Group Advisory Services's SPSB Position: Q1 2026 in Review

Capital Advisory Group Advisory Services sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q1 2026, closing a stake of 32,273 shares — an estimated $975K sold.

Capital Advisory Group Advisory Services first reported a position in SPSB in Q1 2019 and held it in 27 quarters. The position peaked at $1.11M in Q3 2023. 571 funds tracked by Wall St. Rank hold SPSB as of Q1 2026.

Capital Advisory Group Advisory Services reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 32,273 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q1 2026, an estimated $975K.
Capital Advisory Group Advisory Services first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q1 2019 and held it in 27 quarters.
Capital Advisory Group Advisory Services's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $1.11M in Q3 2023.
571 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2026.

Based on Capital Advisory Group Advisory Services's 13F filing for Q1 2026, filed 15 Apr 2026.