Cascade Financial Partners’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Cascade Financial Partners’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	$1.29M	Sell	42,941 -4,349	-9%	-$131K	0.11%	106
2026 Q1	$1.42M	Sell	47,290 -146,947	-76%	-$4.44M	0.15%	97
2025 Q4	$5.87M	Buy	194,237 +105,452	+119%	+$3.19M	0.59%	32
2025 Q3	$2.69M	Buy	88,785 +16,978	+24%	+$512K	0.31%	66
2025 Q2	$2.17M	Buy	71,807 +10,026	+16%	+$301K	0.26%	73
2025 Q1	$1.86M	Buy	61,781 +54,127	+707%	+$1.62M	0.23%	79
2024 Q4	$229K	Buy	7,654 +600	+9%	+$18K	0.03%	225
2024 Q3	$212K	Buy	+7,054	New	+$212K	0.03%	231

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

Cascade Financial Partners's SPSB Position: Q2 2026 in Review

Cascade Financial Partners reduced its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 9.2% in Q2 2026, selling an estimated $131K and leaving 42,941 shares worth $1.29M. The position accounts for 0.11% of the portfolio, ranked #106.

Cascade Financial Partners first reported a position in SPSB in Q3 2024 and has held it in 8 quarters since. The position peaked at $5.87M in Q4 2025. 571 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

Cascade Financial Partners held 42,941 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $1.29M as of Q2 2026.
Cascade Financial Partners sold 4,349 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2026, an estimated $131K.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.11% of Cascade Financial Partners's portfolio in Q2 2026, its #106 holding.
Cascade Financial Partners first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q3 2024 and has held it in 8 quarters since.
Cascade Financial Partners's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $5.87M in Q4 2025.
571 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.