Courier Capital’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Courier Capital’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	$9.26M	Buy	308,484 +29,986	+11%	+$900K	0.46%	52
2026 Q1	$8.37M	Buy	278,498 +28,611	+11%	+$864K	0.47%	52
2025 Q4	$7.55M	Buy	249,887 +17,299	+7%	+$523K	0.42%	58
2025 Q3	$7.05M	Buy	232,588 +5,719	+3%	+$173K	0.4%	60
2025 Q2	$6.85M	Buy	226,869 +14,115	+7%	+$423K	0.42%	60
2025 Q1	$6.4M	Sell	212,754 -10,946	-5%	-$328K	0.42%	63
2024 Q4	$6.68M	Buy	223,700 +14,252	+7%	+$427K	0.46%	53
2024 Q3	$6.34M	Buy	209,448 +8,192	+4%	+$246K	0.43%	58
2024 Q2	$5.98M	Sell	201,256 -61,040	-23%	-$1.81M	0.48%	51
2024 Q1	$7.81M	Buy	262,296 +2,286	+0.9%	+$68K	0.56%	47
2023 Q4	$7.74M	Buy	260,010 +389	+0.1%	+$11.4K	0.59%	43
2023 Q3	$7.61M	Sell	259,621 -20,630	-7%	-$606K	0.63%	38
2023 Q2	$8.25M	Buy	280,251 +201,964	+258%	+$5.96M	0.65%	39
2023 Q1	$2.32M	Buy	78,287 +2,457	+3%	+$72.5K	0.26%	81
2022 Q4	$2.23M	Sell	75,830 -20,310	-21%	-$594K	0.26%	85
2022 Q3	$2.81M	Buy	96,140 +430	+0.4%	+$12.8K	0.35%	70
2022 Q2	$2.85M	Sell	95,710 -6,205	-6%	-$185K	0.33%	73
2022 Q1	$3.07M	Sell	101,915 -14,275	-12%	-$436K	0.31%	77
2021 Q4	$3.6M	Sell	116,190 -290	-0.2%	-$9.01K	0.33%	69
2021 Q3	$3.64M	Buy	116,480 +5,265	+5%	+$165K	0.35%	67
2021 Q2	$3.48M	Buy	111,215 +30,960	+39%	+$969K	0.33%	68
2021 Q1	$2.51M	Buy	80,255 +4,064	+5%	+$127K	0.25%	86
2020 Q4	$2.39M	Buy	76,191 +61,935	+434%	+$1.94M	0.26%	82
2020 Q3	$447K	Sell	14,256 -6,724	-32%	-$211K	0.05%	174
2020 Q2	$658K	Sell	20,980 -205	-1%	-$6.36K	0.08%	135
2020 Q1	$652K	Buy	21,185 +720	+4%	+$22K	0.1%	122
2019 Q4	$632K	Sell	20,465 -698	-3%	-$21.5K	0.07%	148
2019 Q3	$654K	Buy	21,163 +8,450	+66%	+$260K	0.09%	138
2019 Q2	$391K	Buy	12,713 +6,068	+91%	+$185K	0.05%	193
2019 Q1	$203K	Buy	+6,645	New	+$202K	0.03%	279

Other funds holding SPSB

RWM

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

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

CWP

Concord Wealth Partners Abingdon, Virginia $873M AUM 24.02% 1-Year Est. Return

CAMV

Concord Asset Management (Virginia) Abingdon, Virginia $646M AUM 25.36% 1-Year Est. Return

WFS

Walker Financial Services Bowling Green, Kentucky $323M AUM 8.03% 1-Year Est. Return

Courier Capital's SPSB Position: Q2 2026 in Review

Courier Capital increased its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 11% in Q2 2026, buying an estimated $900K and bringing the position to 308,484 shares worth $9.26M. The position accounts for 0.46% of the portfolio, ranked #52.

Courier Capital first reported a position in SPSB in Q1 2019 and has held it in 30 quarters since. 257 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

Courier Capital held 308,484 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $9.26M as of Q2 2026.
Courier Capital bought 29,986 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2026, an estimated $900K.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.46% of Courier Capital's portfolio in Q2 2026, its #52 holding.
Courier Capital first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q1 2019 and has held it in 30 quarters since.
257 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on Courier Capital's 13F filing for Q2 2026, filed 16 Jul 2026.