CX Institutional’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

CX Institutional’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	–	Sell	-1,844	Closed	-$56K	–	1651
2025 Q4	$56K	Buy	1,844 +14	+0.8%	+$423	﹤0.01%	955
2025 Q3	$55K	Buy	1,830 +228	+14%	+$6.88K	﹤0.01%	924
2025 Q2	$48K	Sell	1,602 -1,619	-50%	-$48.6K	﹤0.01%	859
2025 Q1	$97K	Buy	+3,221	New	+$96.5K	﹤0.01%	752
2022 Q3	–	Sell	-257	Closed	-$8K	–	1037
2022 Q2	$8K	Buy	+257	New	+$7.68K	﹤0.01%	984

Other funds holding SPSB

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

CX Institutional's SPSB Position: Q1 2026 in Review

CX Institutional sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q1 2026, closing a stake of 1,844 shares — an estimated $56K sold.

CX Institutional first reported a position in SPSB in Q2 2022 and held it in 5 quarters. The position peaked at $97K in Q1 2025. 571 funds tracked by Wall St. Rank hold SPSB as of Q1 2026.

CX Institutional reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
CX Institutional sold 1,844 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q1 2026, an estimated $56K.
CX Institutional first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q2 2022 and held it in 5 quarters.
CX Institutional's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $97K in Q1 2025.
571 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2026.

Based on CX Institutional's 13F filing for Q1 2026, filed 6 Apr 2026.