CA
SPSB icon

Clune & Associates’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Clune & Associates’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 		$446K Buy
14,866
+33
+0.2% +$990 0.07% 123
2026
Q1 		$446K Buy
+14,833
New +$448K 0.08% 119

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
WFS
Walker Financial Services Bowling Green, Kentucky $323M AUM 8.03% 1-Year Est. Return
FFM
Flagstone Financial Management Lincoln, Nebraska $447M AUM 16.79% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Clune & Associates's SPSB Position: Q2 2026 in Review

Clune & Associates increased its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 0.22% in Q2 2026, buying an estimated $990 and bringing the position to 14,866 shares worth $446K. The position accounts for 0.07% of the portfolio, ranked #123.

Clune & Associates first reported a position in SPSB in Q1 2026 and has held it in 2 quarters since. 131 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

  • Clune & Associates held 14,866 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $446K as of Q2 2026.
  • Clune & Associates bought 33 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2026, an estimated $990.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.07% of Clune & Associates's portfolio in Q2 2026, its #123 holding.
  • Clune & Associates first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 131 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on Clune & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.