Diligent Investors’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Diligent Investors’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	$237K	Sell	7,900 -1,468	-16%	-$44.1K	0.05%	325
2026 Q1	$282K	Buy	9,368 +21	+0.2%	+$634	0.07%	276
2025 Q4	$282K	Sell	9,347 -12	-0.1%	-$363	0.07%	276
2025 Q3	$283K	Sell	9,359 -363	-4%	-$10.9K	0.07%	264
2025 Q2	$294K	Sell	9,722 -358	-4%	-$10.7K	0.07%	269
2025 Q1	$303K	Sell	10,080 -36	-0.4%	-$1.08K	0.07%	275
2024 Q4	$302K	Buy	10,116 +59	+0.6%	+$1.77K	0.07%	277
2024 Q3	$305K	Buy	10,057 +45	+0.4%	+$1.35K	0.07%	264
2024 Q2	$297K	Sell	10,012 -450	-4%	-$13.3K	0.07%	257
2024 Q1	$311K	Sell	10,462 -32	-0.3%	-$952	0.08%	249
2023 Q4	$312K	Sell	10,494 -1,988	-16%	-$58.5K	0.09%	237
2023 Q3	$366K	Sell	12,482 -3,381	-21%	-$99.3K	0.11%	193
2023 Q2	$467K	Buy	15,863 +31	+0.2%	+$915	0.14%	160
2023 Q1	$469K	Sell	15,832 -719	-4%	-$21.2K	0.14%	158
2022 Q4	$486K	Sell	16,551 -14	-0.1%	-$410	0.16%	151
2022 Q3	$484K	Buy	16,565 +60	+0.4%	+$1.78K	0.17%	138
2022 Q2	$491K	Sell	16,505 -150	-0.9%	-$4.48K	0.17%	141
2022 Q1	$502K	Buy	16,655 +691	+4%	+$21.1K	0.15%	148
2021 Q4	$494K	Buy	15,964 +1,973	+14%	+$61.3K	0.14%	151
2021 Q3	$438K	Hold	13,991	–	–	0.15%	140
2021 Q2	$438K	Buy	13,991 +9	+0.1%	+$282	0.15%	141
2021 Q1	$438K	Buy	13,982 +1,639	+13%	+$51.4K	0.16%	139
2020 Q4	$388K	Buy	12,343 +163	+1%	+$5.11K	0.16%	137
2020 Q3	$382K	Buy	12,180 +98	+0.8%	+$3.08K	0.17%	124
2020 Q2	$379K	Buy	12,082 +2	+0%	+$62	0.19%	120
2020 Q1	$365K	Buy	12,080 +1	+0%	+$31	0.22%	103
2019 Q4	$373K	Sell	12,079 -244	-2%	-$7.52K	0.17%	132
2019 Q3	$380K	Buy	12,323 +1	+0%	+$31	0.19%	138
2019 Q2	$379K	Buy	+12,322	New	+$377K	0.19%	132

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

Diligent Investors's SPSB Position: Q2 2026 in Review

Diligent Investors reduced its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 16% in Q2 2026, selling an estimated $44.1K and leaving 7,900 shares worth $237K. The position accounts for 0.05% of the portfolio, ranked #325.

Diligent Investors first reported a position in SPSB in Q2 2019 and has held it in 29 quarters since. The position peaked at $502K in Q1 2022. 572 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

Diligent Investors held 7,900 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $237K as of Q2 2026.
Diligent Investors sold 1,468 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2026, an estimated $44.1K.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.05% of Diligent Investors's portfolio in Q2 2026, its #325 holding.
Diligent Investors first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q2 2019 and has held it in 29 quarters since.
Diligent Investors's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $502K in Q1 2022.
572 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on Diligent Investors's 13F filing for Q2 2026, filed 24 Jul 2026.