Eclectic Associates’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Eclectic Associates’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 Q3	$861K	Sell	29,097 -252	-0.9%	-$7.52K	0.1%	83
2026 Q2	$881K	Sell	29,349 -1,585	-5%	-$47.6K	0.1%	85
2026 Q1	$930K	Buy	30,934 +23,398	+310%	+$706K	0.12%	78
2025 Q4	$228K	Buy	+7,536	New	+$228K	0.04%	134
2024 Q1	–	Sell	-8,341	Closed	-$248K	–	91
2023 Q4	$248K	Hold	8,341	–	–	0.12%	78
2023 Q3	$245K	Hold	8,341	–	–	0.12%	72
2023 Q2	$246K	Hold	8,341	–	–	0.12%	72
2023 Q1	$247K	Hold	8,341	–	–	0.13%	70
2022 Q4	$245K	Sell	8,341 -27,684	-77%	-$810K	0.12%	69
2022 Q3	$1.05M	Hold	36,025	–	–	0.69%	29
2022 Q2	$1.07M	Sell	36,025 -201	-0.6%	-$6.01K	0.72%	30
2022 Q1	$1.09M	Hold	36,226	–	–	0.7%	31
2021 Q4	$1.12M	Sell	36,226 -645	-2%	-$20K	0.72%	29
2021 Q3	$1.15M	Hold	36,871	–	–	0.84%	26
2021 Q2	$1.15M	Hold	36,871	–	–	0.87%	25
2021 Q1	$1.15M	Hold	36,871	–	–	0.96%	25
2020 Q4	$1.16M	Buy	+36,871	New	+$1.16M	1.1%	24

Other funds holding SPSB

Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

Quattro Financial Advisors The Woodlands, Texas $483M AUM 11.42% 1-Year Est. Return

Cherry Tree Wealth Management Minnetonka, Minnesota $531M AUM 9.26% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return

Woodside Wealth Management Framingham, Massachusetts $146M AUM 13.89% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Cornerstone Management Duluth, Georgia $673M AUM 7.67% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

KDA

Kraft Davis & Associates St. Louis, Missouri $474M AUM 20.45% 1-Year Est. Return

Eclectic Associates's SPSB Position: Q3 2026 in Review

Eclectic Associates reduced its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 0.86% in Q3 2026, selling an estimated $7.52K and leaving 29,097 shares worth $861K. The position accounts for 0.1% of the portfolio, ranked #83.

Eclectic Associates first reported a position in SPSB in Q4 2020 and has held it in 17 quarters since. The position peaked at $1.16M in Q4 2020. 130 funds tracked by Wall St. Rank hold SPSB as of Q3 2026.

Eclectic Associates held 29,097 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $861K as of Q3 2026.
Eclectic Associates sold 252 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q3 2026, an estimated $7.52K.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.1% of Eclectic Associates's portfolio in Q3 2026, its #83 holding.
Eclectic Associates first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2020 and has held it in 17 quarters since.
Eclectic Associates's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $1.16M in Q4 2020.
130 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q3 2026.

Based on Eclectic Associates's 13F filing for Q3 2026, filed 9 Oct 2026.