Crewe Advisors’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Crewe Advisors’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	$12.2K	Buy	+408	New	+$12.2K	﹤0.01%	711
2026 Q1	–	Sell	-311	Closed	-$9.39K	–	1137
2025 Q4	$9.39K	Buy	311 +175	+129%	+$5.29K	﹤0.01%	643
2025 Q3	$4.12K	Buy	+136	New	+$4.1K	﹤0.01%	752
2024 Q3	–	Sell	-921	Closed	-$27.4K	–	964
2024 Q2	$27.4K	Buy	921 +20	+2%	+$593	﹤0.01%	493
2024 Q1	$26.8K	Buy	+901	New	+$26.8K	﹤0.01%	454

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

Crewe Advisors's SPSB Position: Q2 2026 in Review

Crewe Advisors opened a new position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q2 2026: 408 shares worth $12.2K. The stake represents ﹤0.01% of the portfolio and ranks #711 among its holdings. This is a return to the name: Crewe Advisors previously reported a position in SPSB as recently as Q4 2025.

Crewe Advisors first reported a position in SPSB in Q1 2024 and has held it in 5 quarters since. The position peaked at $27.4K in Q2 2024. 576 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

Crewe Advisors held 408 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $12.2K as of Q2 2026.
State Street SPDR Portfolio Short Term Corporate Bond ETF was a new Crewe Advisors position in Q2 2026.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #711 holding.
Crewe Advisors first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q1 2024 and has held it in 5 quarters since.
Crewe Advisors's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $27.4K in Q2 2024.
576 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.