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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
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

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 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. 574 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.
  • 574 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.