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DGS Capital Management’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

DGS Capital Management’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 		$3.49M Buy
116,199
+6,942
+6% +$210K 0.57% 25
2025
Q4 		$3.3M Buy
109,257
+1,474
+1% +$44.5K 0.56% 24
2025
Q3 		$3.26M Buy
107,783
+4,912
+5% +$148K 0.59% 23
2025
Q2 		$3.11M Buy
102,871
+5,261
+5% +$158K 0.64% 23
2025
Q1 		$2.94M Sell
97,610
-1,084
-1% -$32.5K 0.77% 20
2024
Q4 		$2.95M Buy
98,694
+4,293
+5% +$129K 0.74% 20
2024
Q3 		$2.86M Buy
94,401
+6,319
+7% +$190K 0.78% 20
2024
Q2 		$2.62M Buy
88,082
+3,394
+4% +$101K 0.73% 20
2024
Q1 		$2.52M Buy
84,688
+3,767
+5% +$112K 0.72% 17
2023
Q4 		$2.41M Buy
80,921
+2,156
+3% +$63.5K 0.93% 13
2023
Q3 		$2.31M Buy
78,765
+3,171
+4% +$93.1K 1.13% 11
2023
Q2 		$2.23M Buy
75,594
+3,129
+4% +$92.4K 1.11% 10
2023
Q1 		$2.15M Buy
72,465
+3,783
+6% +$112K 1.19% 10
2022
Q4 		$2.02M Sell
68,682
-694
-1% -$20.3K 1.32% 9
2022
Q3 		$2.03M Sell
69,376
-1,618
-2% -$48K 1.35% 9
2022
Q2 		$2.11M Sell
70,994
-267
-0.4% -$7.98K 1.7% 9
2022
Q1 		$2.15M Sell
71,261
-1,010
-1% -$30.8K 1.32% 9
2021
Q4 		$2.24M Buy
+72,271
New +$2.24M 1.39% 8

Other funds holding SPSB

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

DGS Capital Management's SPSB Position: Q1 2026 in Review

DGS Capital Management increased its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 6.4% in Q1 2026, buying an estimated $210K and bringing the position to 116,199 shares worth $3.49M. The position accounts for 0.57% of the portfolio, ranked #25.

DGS Capital Management first reported a position in SPSB in Q4 2021 and has held it in 18 quarters since. 573 funds tracked by Wall St. Rank hold SPSB as of Q1 2026.

  • DGS Capital Management held 116,199 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $3.49M as of Q1 2026.
  • DGS Capital Management bought 6,942 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q1 2026, an estimated $210K.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.57% of DGS Capital Management's portfolio in Q1 2026, its #25 holding.
  • DGS Capital Management first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2021 and has held it in 18 quarters since.
  • 573 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2026.

Based on DGS Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.