Creative Planning
SPSB icon

Creative Planning’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Creative Planning’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 		$1.6B Buy
53,069,411
+2,164,798
+4% +$65.4M 1.08% 21
2025
Q4 		$1.54B Buy
50,904,613
+2,148,265
+4% +$64.9M 1.1% 22
2025
Q3 		$1.48B Buy
48,756,348
+3,401,784
+8% +$103M 1.13% 21
2025
Q2 		$1.37B Buy
45,354,564
+2,140,455
+5% +$64.2M 1.17% 19
2025
Q1 		$1.3B Buy
43,214,109
+2,852,094
+7% +$85.4M 1.22% 18
2024
Q4 		$1.21B Buy
40,362,015
+3,267,771
+9% +$97.9M 1.17% 21
2024
Q3 		$1.12B Buy
37,094,244
+3,062,630
+9% +$91.9M 1.11% 22
2024
Q2 		$1.01B Buy
34,031,614
+3,144,330
+10% +$93.2M 1.08% 23
2024
Q1 		$920M Buy
30,887,284
+6,598,884
+27% +$196M 1.02% 24
2023
Q4 		$723M Buy
24,288,400
+3,186,219
+15% +$93.8M 1.34% 22
2023
Q3 		$619M Buy
21,102,181
+3,986,293
+23% +$117M 0.83% 27
2023
Q2 		$504M Buy
17,115,888
+4,238,756
+33% +$125M 0.67% 31
2023
Q1 		$382M Buy
12,877,132
+3,826,586
+42% +$113M 0.55% 32
2022
Q4 		$266M Buy
9,050,546
+6,179,044
+215% +$181M 0.4% 38
2022
Q3 		$83.9M Buy
2,871,502
+2,768,728
+2,694% +$82.2M 0.15% 64
2022
Q2 		$3.06M Sell
102,774
-9,455
-8% -$283K 0.01% 577
2022
Q1 		$3.38M Sell
112,229
-9,365
-8% -$286K 0.01% 560
2021
Q4 		$3.77M Sell
121,594
-25,455
-17% -$791K 0.01% 498
2021
Q3 		$4.59M Sell
147,049
-68,948
-32% -$2.16M 0.01% 437
2021
Q2 		$6.76M Sell
215,997
-12,829
-6% -$402K 0.01% 337
2021
Q1 		$7.17M Buy
228,826
+205,792
+893% +$6.45M 0.01% 332
2020
Q4 		$723K Buy
23,034
+3,330
+17% +$104K ﹤0.01% 1113
2020
Q3 		$618K Sell
19,704
-425
-2% -$13.3K ﹤0.01% 1023
2020
Q2 		$631K Buy
20,129
+1,621
+9% +$50.3K ﹤0.01% 926
2020
Q1 		$560K Buy
18,508
+10,985
+146% +$336K ﹤0.01% 882
2019
Q4 		$232K Buy
7,523
+800
+12% +$24.7K ﹤0.01% 1559
2019
Q3 		$207K Buy
+6,723
New +$207K ﹤0.01% 1591
2018
Q1 		– Sell
-12,436
Closed -$378K – 2116
2017
Q4 		$378K Buy
12,436
+5,713
+85% +$175K ﹤0.01% 1234
2017
Q3 		$206K Buy
6,723
+347
+5% +$10.6K ﹤0.01% 1588
2017
Q2 		$195K Sell
6,376
-147
-2% -$4.5K ﹤0.01% 1531
2017
Q1 		$200K Sell
6,523
-1,131
-15% -$34.6K ﹤0.01% 1498
2016
Q4 		$234K Sell
7,654
-3,709
-33% -$113K ﹤0.01% 1328
2016
Q3 		$350K Buy
11,363
+5,894
+108% +$181K ﹤0.01% 1093
2016
Q2 		$168K Hold
5,469
– – ﹤0.01% 1341
2016
Q1 		$168K Buy
5,469
+5,050
+1,205% +$154K ﹤0.01% 1305
2015
Q4 		$13K Sell
419
-6,761
-94% -$206K ﹤0.01% 3132
2015
Q3 		$219K Buy
+7,180
New +$219K ﹤0.01% 1144
2015
Q2 		– Sell
-5,756
Closed -$177K – 2745
2015
Q1 		$177K Buy
5,756
+3,250
+130% +$99.6K ﹤0.01% 1259
2014
Q4 		$77K Buy
2,506
+679
+37% +$20.8K ﹤0.01% 1704
2014
Q3 		$56K Sell
1,827
-2,826
-61% -$86.9K ﹤0.01% 1849
2014
Q2 		$143K Hold
4,653
– – ﹤0.01% 1216
2014
Q1 		$143K Buy
4,653
+1,664
+56% +$51.2K ﹤0.01% 1175
2013
Q4 		$92K Sell
2,989
-913
-23% -$28.1K ﹤0.01% 1242
2013
Q3 		$120K Sell
3,902
-5,152
-57% -$158K ﹤0.01% 1005
2013
Q2 		$277K Buy
+9,054
New +$278K 0.01% 577

Other funds holding SPSB

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Creative Planning's SPSB Position: Q1 2026 in Review

Creative Planning increased its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 4.3% in Q1 2026, buying an estimated $65.4M and bringing the position to 53,069,411 shares worth $1.6B. The position accounts for 1.08% of the portfolio, ranked #21.

Creative Planning first reported a position in SPSB in Q2 2013 and has held it in 45 quarters since. 570 funds tracked by Wall St. Rank hold SPSB as of Q1 2026.

  • Creative Planning held 53,069,411 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $1.6B as of Q1 2026.
  • Creative Planning bought 2,164,798 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q1 2026, an estimated $65.4M.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up 1.08% of Creative Planning's portfolio in Q1 2026, its #21 holding.
  • Creative Planning first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q2 2013 and has held it in 45 quarters since.
  • 570 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.