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

Downshift Financial’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	$2.43K	Buy	+81	New	+$2.43K	﹤0.01%	417

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

Downshift Financial's SPSB Position: Q2 2026 in Review

Downshift Financial opened a new position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q2 2026: 81 shares worth $2.43K. The stake represents ﹤0.01% of the portfolio and ranks #417 among its holdings.

571 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

Downshift Financial held 81 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $2.43K as of Q2 2026.
State Street SPDR Portfolio Short Term Corporate Bond ETF was a new Downshift Financial position in Q2 2026.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up ﹤0.01% of Downshift Financial's portfolio in Q2 2026, its #417 holding.
571 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on Downshift Financial's 13F filing for Q2 2026, filed 13 Aug 2026.