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

Capital Square’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 		$2.55M Buy
84,662
+18,819
+29% +$568K 1.18% 24
2025
Q4 		$1.99M Buy
65,843
+5,012
+8% +$151K 1.01% 30
2025
Q3 		$1.84M Buy
60,831
+1,580
+3% +$47.7K 0.94% 30
2025
Q2 		$1.78M Buy
+59,251
New +$1.78M 0.95% 29

Other funds holding SPSB

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Capital Square's SPSB Position: Q1 2026 in Review

Capital Square increased its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 29% in Q1 2026, buying an estimated $568K and bringing the position to 84,662 shares worth $2.55M. The position accounts for 1.18% of the portfolio, ranked #24.

Capital Square first reported a position in SPSB in Q2 2025 and has held it in 4 quarters since. 571 funds tracked by Wall St. Rank hold SPSB as of Q1 2026.

  • Capital Square held 84,662 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $2.55M as of Q1 2026.
  • Capital Square bought 18,819 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q1 2026, an estimated $568K.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up 1.18% of Capital Square's portfolio in Q1 2026, its #24 holding.
  • Capital Square first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • 571 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2026.

Based on Capital Square's 13F filing for Q1 2026, filed 11 May 2026.