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

DLK Investment 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
Q2 		$8.92M Buy
+300,295
New +$9.01M 3.79% 4
2024
Q4 		– Sell
-315,246
Closed -$9.55M – 106
2024
Q3 		$9.55M Buy
315,246
+14,951
+5% +$449K 3.66% 4
2024
Q2 		$8.92M Buy
300,295
+14,324
+5% +$424K 3.69% 4
2024
Q1 		$8.51M Buy
285,971
+14,528
+5% +$432K 3.62% 6
2023
Q4 		$8.08M Buy
+271,443
New +$7.99M 3.68% 6

Other funds holding SPSB

RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
AFG
Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
CWM
Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return
QFA
Quattro Financial Advisors The Woodlands, Texas $468M AUM 13.49% 1-Year Est. Return
HVIA
Hudson Valley Investment Advisors Goshen, New York $823M AUM 31.4% 1-Year Est. Return
CWP
Concord Wealth Partners Abingdon, Virginia $873M AUM 24.02% 1-Year Est. Return
CAMV
Concord Asset Management (Virginia) Abingdon, Virginia $646M AUM 25.36% 1-Year Est. Return
WFS
Walker Financial Services Bowling Green, Kentucky $323M AUM 8.03% 1-Year Est. Return

DLK Investment Management's SPSB Position: Q2 2026 in Review

DLK Investment Management opened a new position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q2 2026: 300,295 shares worth $8.92M. The stake represents 3.79% of the portfolio and ranks #4 among its holdings. This is a return to the name: DLK Investment Management previously reported a position in SPSB as recently as Q3 2024.

DLK Investment Management first reported a position in SPSB in Q4 2023 and has held it in 5 quarters since. The position peaked at $9.55M in Q3 2024. 256 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

  • DLK Investment Management held 300,295 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $8.92M as of Q2 2026.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF was a new DLK Investment Management position in Q2 2026.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up 3.79% of DLK Investment Management's portfolio in Q2 2026, its #4 holding.
  • DLK Investment Management first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2023 and has held it in 5 quarters since.
  • DLK Investment Management's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $9.55M in Q3 2024.
  • 256 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on DLK Investment Management's 13F filing for Q2 2026, filed 14 Jul 2026.