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Certified Advisory Corp’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Certified Advisory Corp’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 		$12.9M Buy
431,011
+26,087
+6% +$783K 1.04% 27
2026
Q1 		$12.2M Buy
404,924
+29,305
+8% +$885K 1.09% 26
2025
Q4 		$11.3M Sell
375,619
-7,318
-2% -$221K 1.03% 27
2025
Q3 		$11.6M Buy
382,937
+8,048
+2% +$243K 1.1% 26
2025
Q2 		$11.3M Sell
374,889
-1
-0% -$30 1.18% 20
2025
Q1 		$11.3M Buy
374,890
+10,942
+3% +$328K 1.28% 18
2024
Q4 		$10.9M Buy
363,948
+21,805
+6% +$654K 1.18% 19
2024
Q3 		$10.4M Buy
342,143
+232,862
+213% +$6.99M 1.15% 22
2024
Q2 		$3.25M Buy
109,281
+47,614
+77% +$1.41M 0.41% 72
2024
Q1 		$1.84M Buy
61,667
+53,049
+616% +$1.58M 0.26% 101
2023
Q4 		$257K Buy
+8,618
New +$254K 0.04% 236
2021
Q2 		– Sell
-1,045
Closed -$33K – 656
2021
Q1 		$33K Buy
+1,045
New +$32.8K 0.01% 411
2020
Q2 		$30K Hold
951
– – 0.01% 378
2020
Q1 		$29K Sell
951
-1,568
-62% -$47.9K 0.01% 357
2019
Q4 		$78K Hold
2,519
– – 0.02% 261
2019
Q3 		$78K Hold
2,519
– – 0.03% 256
2019
Q2 		$78K Buy
2,519
+1,568
+165% +$47.9K 0.03% 256
2019
Q1 		$29K Sell
951
-25
-3% -$759 0.01% 382
2018
Q4 		$29K Hold
976
– – 0.02% 355
2018
Q3 		$29K Hold
976
– – 0.01% 378
2018
Q2 		$29K Hold
976
– – 0.02% 357
2018
Q1 		$29K Buy
976
+650
+199% +$19.7K 0.02% 348
2017
Q4 		$9K Buy
+326
New +$9.96K 0.01% 492

Other funds holding SPSB

RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
AFG
Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
CWM
Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return
QFA
Quattro Financial Advisors The Woodlands, Texas $468M AUM 13.49% 1-Year Est. Return
HVIA
Hudson Valley Investment Advisors Goshen, New York $823M AUM 31.4% 1-Year Est. Return
CWP
Concord Wealth Partners Abingdon, Virginia $873M AUM 24.02% 1-Year Est. Return
CAMV
Concord Asset Management (Virginia) Abingdon, Virginia $646M AUM 25.36% 1-Year Est. Return
WFS
Walker Financial Services Bowling Green, Kentucky $323M AUM 8.03% 1-Year Est. Return

Certified Advisory Corp's SPSB Position: Q2 2026 in Review

Certified Advisory Corp increased its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 6.4% in Q2 2026, buying an estimated $783K and bringing the position to 431,011 shares worth $12.9M. The position accounts for 1.04% of the portfolio, ranked #27.

Certified Advisory Corp first reported a position in SPSB in Q4 2017 and has held it in 23 quarters since. 198 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

  • Certified Advisory Corp held 431,011 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $12.9M as of Q2 2026.
  • Certified Advisory Corp bought 26,087 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2026, an estimated $783K.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up 1.04% of Certified Advisory Corp's portfolio in Q2 2026, its #27 holding.
  • Certified Advisory Corp first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2017 and has held it in 23 quarters since.
  • 198 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on Certified Advisory Corp's 13F filing for Q2 2026, filed 16 Jul 2026.