Diversify Advisory Services’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Diversify Advisory Services’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	-48,936	Closed	-$1.48M	–	767
2025 Q4	$1.48M	Buy	48,936 +9,832	+25%	+$297K	0.05%	275
2025 Q3	$1.18M	Buy	39,104 +12,273	+46%	+$370K	0.04%	323
2025 Q2	$809K	Buy	26,831 +14,607	+119%	+$438K	0.03%	381
2025 Q1	$368K	Sell	12,224 -2,442	-17%	-$73.2K	0.02%	429
2024 Q4	$437K	Buy	14,666 +2,888	+25%	+$86.6K	0.02%	387
2024 Q3	$354K	Buy	11,778 +381	+3%	+$11.4K	0.02%	461
2024 Q2	$339K	Sell	11,397 -7,918	-41%	-$235K	0.02%	473
2024 Q1	$572K	Buy	+19,315	New	+$575K	0.03%	387

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

Diversify Advisory Services's SPSB Position: Q1 2026 in Review

Diversify Advisory Services sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q1 2026, closing a stake of 48,936 shares — an estimated $1.48M sold.

Diversify Advisory Services first reported a position in SPSB in Q1 2024 and held it in 8 quarters. The position peaked at $1.48M in Q4 2025. 571 funds tracked by Wall St. Rank hold SPSB as of Q1 2026.

Diversify Advisory Services reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
Diversify Advisory Services sold 48,936 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q1 2026, an estimated $1.48M.
Diversify Advisory Services first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q1 2024 and held it in 8 quarters.
Diversify Advisory Services's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $1.48M in Q4 2025.
571 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2026.

Based on Diversify Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.