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

Cypress Financial 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 Q2	$307K	Buy	10,230 +435	+4%	+$13.1K	0.07%	84
2026 Q1	$295K	Buy	9,795 +1,106	+13%	+$33.4K	0.08%	79
2025 Q4	$262K	Buy	8,689 +1,444	+20%	+$43.6K	0.07%	95
2025 Q3	$219K	Buy	7,245 +136	+2%	+$4.1K	0.07%	86
2025 Q2	$215K	Buy	7,109 +82	+1%	+$2.46K	0.07%	81
2025 Q1	$212K	Buy	7,027 +158	+2%	+$4.73K	0.08%	79
2024 Q4	$205K	Buy	6,869 +85	+1%	+$2.55K	0.08%	77
2024 Q3	$205K	Buy	+6,784	New	+$204K	0.08%	73
2024 Q2	–	Sell	-6,733	Closed	-$200K	–	74
2024 Q1	$200K	Buy	+6,733	New	+$200K	0.09%	67
2023 Q4	–	Sell	-7,617	Closed	-$223K	–	59
2023 Q3	$223K	Buy	+7,617	New	+$224K	0.13%	57
2023 Q1	–	Sell	-18,004	Closed	-$529K	–	57
2022 Q4	$529K	Buy	+18,004	New	+$527K	0.35%	28

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

Cypress Financial Planning's SPSB Position: Q2 2026 in Review

Cypress Financial Planning increased its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 4.4% in Q2 2026, buying an estimated $13.1K and bringing the position to 10,230 shares worth $307K. The position accounts for 0.07% of the portfolio, ranked #84.

Cypress Financial Planning first reported a position in SPSB in Q4 2022 and has held it in 11 quarters since. The position peaked at $529K in Q4 2022. 572 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

Cypress Financial Planning held 10,230 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $307K as of Q2 2026.
Cypress Financial Planning bought 435 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2026, an estimated $13.1K.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.07% of Cypress Financial Planning's portfolio in Q2 2026, its #84 holding.
Cypress Financial Planning first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2022 and has held it in 11 quarters since.
Cypress Financial Planning's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $529K in Q4 2022.
572 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on Cypress Financial Planning's 13F filing for Q2 2026, filed 9 Jul 2026.