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 Q3	$10.3M	Buy	349,555 +41,071	+13%	+$1.23M	0.51%	45
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	$2.84M	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

MCF Advisors Covington, Kentucky $2.81B AUM 12.54% 1-Year Est. Return

Rockwood Wealth Management New Hope, Pennsylvania $1.67B AUM 11.93% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

Arkansas Financial Group Little Rock, Arkansas $751M AUM 9.21% 1-Year Est. Return

CWM

Capital Wealth Management W. Warwick, Rhode Island $439M AUM 11.84% 1-Year Est. Return

Willow Creek Wealth Management Sebastopol, California $1.52B AUM

Strategic Point Investment Advisors Providence, Rhode Island $772M AUM 11.19% 1-Year Est. Return

Quattro Financial Advisors The Woodlands, Texas $483M AUM 11.42% 1-Year Est. Return

Courier Capital's SPSB Position: Q3 2026 in Review

Courier Capital increased its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 13% in Q3 2026, buying an estimated $1.23M and bringing the position to 349,555 shares worth $10.3M. The position accounts for 0.51% of the portfolio, ranked #45.

Courier Capital first reported a position in SPSB in Q1 2019 and has held it in 31 quarters since. 234 funds tracked by Wall St. Rank hold SPSB as of Q3 2026.

Courier Capital held 349,555 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $10.3M as of Q3 2026.
Courier Capital bought 41,071 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q3 2026, an estimated $1.23M.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.51% of Courier Capital's portfolio in Q3 2026, its #45 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 31 quarters since.
234 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q3 2026.

Based on Courier Capital's 13F filing for Q3 2026, filed 13 Oct 2026.