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

Continuum Advisory’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	$375K	Buy	12,503 +4,829	+63%	+$145K	0.03%	342
2026 Q1	$231K	Buy	7,674 +54	+0.7%	+$1.63K	0.02%	414
2025 Q4	$230K	Buy	+7,620	New	+$230K	0.02%	417
2025 Q2	–	Sell	-948	Closed	-$28.5K	–	1405
2025 Q1	$28.5K	Sell	948 -1,039	-52%	-$31.1K	﹤0.01%	792
2024 Q4	$59.3K	Buy	1,987 +1,054	+113%	+$31.6K	0.01%	625
2024 Q3	$27.9K	Sell	933 -4,921	-84%	-$148K	﹤0.01%	773
2024 Q2	$174K	Buy	5,854 +36	+0.6%	+$1.07K	0.03%	390
2024 Q1	$172K	Sell	5,818 -98,071	-94%	-$2.92M	0.03%	389
2023 Q4	$3.09M	Sell	103,889 -3,153	-3%	-$92.8K	0.44%	47
2023 Q3	$3.14M	Buy	107,042 +118	+0.1%	+$3.46K	0.5%	41
2023 Q2	$3.15M	Buy	106,924 +1,509	+1%	+$44.6K	0.5%	40
2023 Q1	$3.12M	Sell	105,415 -7,820	-7%	-$231K	0.53%	39
2022 Q4	$3.33M	Sell	113,235 -7,538	-6%	-$221K	0.6%	34
2022 Q3	$3.53M	Sell	120,773 -210	-0.2%	-$6.23K	0.62%	27
2022 Q2	$3.6M	Sell	120,983 -2,044	-2%	-$61.1K	0.65%	28
2022 Q1	$3.68M	Sell	123,027 -6,894	-5%	-$210K	0.7%	27
2021 Q4	$4.02M	Buy	129,921 +21,735	+20%	+$675K	0.91%	23
2021 Q3	$3.38M	Buy	+108,186	New	+$3.38M	0.91%	25
2021 Q1	–	Sell	-7,959	Closed	-$250K	–	177
2020 Q4	$250K	Sell	7,959 -1,403	-15%	-$44K	0.11%	135
2020 Q3	$293K	Sell	9,362 -2,558	-21%	-$80.3K	0.16%	118
2020 Q2	$373K	Sell	11,920 -1,176	-9%	-$36.5K	0.23%	90
2020 Q1	$395K	Sell	13,096 -16,946	-56%	-$518K	0.27%	84
2019 Q4	$927K	Buy	30,042 +837	+3%	+$25.8K	0.54%	48
2019 Q3	$900K	Sell	29,205 -1,740	-6%	-$53.5K	0.6%	44
2019 Q2	$950K	Sell	30,945 -2,979	-9%	-$91K	0.65%	42
2019 Q1	$1.03M	Sell	33,924 -79	-0.2%	-$2.4K	0.77%	38
2018 Q4	$1.02M	Buy	34,003 +2,768	+9%	+$83.2K	0.75%	40
2018 Q3	$941K	Buy	31,235 +734	+2%	+$22.1K	0.63%	43
2018 Q2	$920K	Sell	30,501 -217	-0.7%	-$6.54K	0.67%	41
2018 Q1	$928K	Buy	30,718 +3,872	+14%	+$117K	0.78%	33
2017 Q4	$817K	Buy	26,846 +2,662	+11%	+$81.3K	0.63%	36
2017 Q3	$742K	Sell	24,184 -1,144	-5%	-$35.1K	0.65%	38
2017 Q2	$776K	Buy	25,328 +2,633	+12%	+$80.6K	0.77%	34
2017 Q1	$695K	Buy	+22,695	New	+$693K	0.83%	33

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

Continuum Advisory's SPSB Position: Q2 2026 in Review

Continuum Advisory increased its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 63% in Q2 2026, buying an estimated $145K and bringing the position to 12,503 shares worth $375K. The position accounts for 0.03% of the portfolio, ranked #342.

Continuum Advisory first reported a position in SPSB in Q1 2017 and has held it in 34 quarters since. The position peaked at $4.02M in Q4 2021. 574 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

Continuum Advisory held 12,503 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $375K as of Q2 2026.
Continuum Advisory bought 4,829 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2026, an estimated $145K.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.03% of Continuum Advisory's portfolio in Q2 2026, its #342 holding.
Continuum Advisory first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q1 2017 and has held it in 34 quarters since.
Continuum Advisory's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $4.02M in Q4 2021.
574 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.