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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
Q3 		– Sell
-14,866
Closed -$446K – 175
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

Gemmer Asset Management
Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return
Rodgers & Associates
Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return
Quattro Financial Advisors
Quattro Financial Advisors The Woodlands, Texas $483M AUM 11.42% 1-Year Est. Return
Cherry Tree Wealth Management
Cherry Tree Wealth Management Minnetonka, Minnesota $531M AUM 9.26% 1-Year Est. Return
Cedar Mountain Advisors
Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return
Woodside Wealth Management
Woodside Wealth Management Framingham, Massachusetts $146M AUM 13.89% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Cornerstone Management
Cornerstone Management Duluth, Georgia $673M AUM 7.67% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $474M AUM 20.45% 1-Year Est. Return

Clune & Associates's SPSB Position: Q3 2026 in Review

Clune & Associates sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q3 2026, closing a stake of 14,866 shares — an estimated $446K sold.

Clune & Associates first reported a position in SPSB in Q1 2026 and held it in 2 quarters. The position peaked at $446K in Q2 2026. 134 funds tracked by Wall St. Rank hold SPSB as of Q3 2026.

  • Clune & Associates reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q3 2026 after selling out during the quarter.
  • Clune & Associates sold 14,866 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q3 2026, an estimated $446K.
  • Clune & Associates first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q1 2026 and held it in 2 quarters.
  • Clune & Associates's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $446K in Q2 2026.
  • 134 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q3 2026.

Based on Clune & Associates's 13F filing for Q3 2026, filed 8 Oct 2026.