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

Capital Investment 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	$1.62K	Hold	54	–	–	﹤0.01%	1171
2025 Q4	$1.63K	Sell	54 -367	-87%	-$11.1K	﹤0.01%	1137
2025 Q3	$12.8K	Buy	421 +300	+248%	+$9.05K	﹤0.01%	944
2025 Q2	$3.65K	Hold	121	–	–	﹤0.01%	1000
2025 Q1	$3.64K	Buy	121 +67	+124%	+$2.01K	﹤0.01%	932
2024 Q4	$1.61K	Hold	54	–	–	﹤0.01%	901
2024 Q3	$1.64K	Hold	54	–	–	﹤0.01%	946
2024 Q2	$1.6K	Hold	54	–	–	﹤0.01%	928
2024 Q1	$1.61K	Sell	54 -1,303	-96%	-$38.8K	﹤0.01%	921
2023 Q4	$40.4K	Buy	1,357 +1,202	+775%	+$35.4K	﹤0.01%	698
2023 Q3	$4.54K	Hold	155	–	–	﹤0.01%	851
2023 Q2	$4.56K	Hold	155	–	–	﹤0.01%	802
2023 Q1	$4.59K	Hold	155	–	–	﹤0.01%	796
2022 Q4	$4.55K	Sell	155 -2,188	-93%	-$64K	﹤0.01%	797
2022 Q3	$68K	Buy	2,343 +101	+5%	+$3K	0.01%	544
2022 Q2	$67K	Hold	2,242	–	–	0.01%	570
2022 Q1	$68K	Sell	2,242 -500	-18%	-$15.3K	0.01%	602
2021 Q4	$85K	Sell	2,742 -500	-15%	-$15.5K	0.01%	557
2021 Q3	$101K	Sell	3,242 -1,437	-31%	-$44.9K	0.01%	515
2021 Q2	$146K	Hold	4,679	–	–	0.02%	493
2021 Q1	$146K	Sell	4,679 -274	-6%	-$8.59K	0.02%	450
2020 Q4	$156K	Sell	4,953 -2,747	-36%	-$86.2K	0.02%	437
2020 Q3	$242K	Sell	7,700 -877	-10%	-$27.5K	0.05%	313
2020 Q2	$269K	Buy	8,577 +386	+5%	+$12K	0.05%	259
2020 Q1	$248K	Buy	8,191 +7,814	+2,073%	+$239K	0.06%	253
2019 Q4	$12K	Hold	377	–	–	﹤0.01%	470
2019 Q3	$12K	Sell	377 -62	-14%	-$1.91K	﹤0.01%	937
2019 Q2	$13K	Buy	439 +62	+16%	+$1.89K	﹤0.01%	901
2019 Q1	$12K	Hold	377	–	–	﹤0.01%	805
2018 Q4	$11K	Buy	+377	New	+$11.3K	﹤0.01%	787

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 Investment Advisory Services's SPSB Position: Q1 2026 in Review

Capital Investment Advisory Services held its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) position steady in Q1 2026 at 54 shares worth $1.62K. The position accounts for ﹤0.01% of the portfolio, ranked #1171.

Capital Investment Advisory Services first reported a position in SPSB in Q4 2018 and has held it in 30 quarters since. The position peaked at $269K in Q2 2020. 571 funds tracked by Wall St. Rank hold SPSB as of Q1 2026.

Capital Investment Advisory Services held 54 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $1.62K as of Q1 2026.
Capital Investment Advisory Services left its State Street SPDR Portfolio Short Term Corporate Bond ETF share count unchanged in Q1 2026.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up ﹤0.01% of Capital Investment Advisory Services's portfolio in Q1 2026, its #1171 holding.
Capital Investment Advisory Services first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2018 and has held it in 30 quarters since.
Capital Investment Advisory Services's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $269K in Q2 2020.
571 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2026.

Based on Capital Investment Advisory Services's 13F filing for Q1 2026, filed 5 May 2026.