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Coordinated Financial Services’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Coordinated Financial Services’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
Q1 		$219K Buy
7,273
+226
+3% +$6.82K 0.13% 168
2025
Q4 		$213K Buy
+7,047
New +$213K 0.12% 165

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Coordinated Financial Services's SPSB Position: Q1 2026 in Review

Coordinated Financial Services increased its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 3.2% in Q1 2026, buying an estimated $6.82K and bringing the position to 7,273 shares worth $219K. The position accounts for 0.13% of the portfolio, ranked #168.

Coordinated Financial Services first reported a position in SPSB in Q4 2025 and has held it in 2 quarters since. 573 funds tracked by Wall St. Rank hold SPSB as of Q1 2026.

  • Coordinated Financial Services held 7,273 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $219K as of Q1 2026.
  • Coordinated Financial Services bought 226 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q1 2026, an estimated $6.82K.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.13% of Coordinated Financial Services's portfolio in Q1 2026, its #168 holding.
  • Coordinated Financial Services first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 573 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2026.

Based on Coordinated Financial Services's 13F filing for Q1 2026, filed 4 May 2026.