Clearstead Advisors’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Clearstead Advisors’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	$141K	Hold	4,710	–	–	﹤0.01%	1176
2026 Q1	$142K	Buy	4,710 +2,235	+90%	+$67.5K	﹤0.01%	1064
2025 Q4	$74.7K	Hold	2,475	–	–	﹤0.01%	1224
2025 Q3	$75K	Hold	2,475	–	–	﹤0.01%	1149
2025 Q2	$74.7K	Hold	2,475	–	–	﹤0.01%	1157
2025 Q1	$74.5K	Hold	2,475	–	–	﹤0.01%	1065
2024 Q4	$73.9K	Hold	2,475	–	–	﹤0.01%	1082
2024 Q3	$74.9K	Hold	2,475	–	–	﹤0.01%	1107
2024 Q2	$73.5K	Buy	+2,475	New	+$73.3K	﹤0.01%	1073

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

Clearstead Advisors's SPSB Position: Q2 2026 in Review

Clearstead Advisors held its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) position steady in Q2 2026 at 4,710 shares worth $141K. The position accounts for ﹤0.01% of the portfolio, ranked #1176.

Clearstead Advisors first reported a position in SPSB in Q2 2024 and has held it in 9 quarters since. The position peaked at $142K in Q1 2026. 574 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

Clearstead Advisors held 4,710 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $141K as of Q2 2026.
Clearstead Advisors left its State Street SPDR Portfolio Short Term Corporate Bond ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1176 holding.
Clearstead Advisors first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q2 2024 and has held it in 9 quarters since.
Clearstead Advisors's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $142K in Q1 2026.
574 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.