Elevated Capital Advisors’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Elevated Capital Advisors’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	$126K	Hold	4,202	–	–	0.03%	269
2026 Q1	$126K	Sell	4,202 -288	-6%	-$8.69K	0.03%	263
2025 Q4	$136K	Buy	+4,490	New	+$136K	0.03%	281
2024 Q4	–	Sell	-56,939	Closed	-$1.72M	–	278
2024 Q3	$1.72M	Sell	56,939 -47,989	-46%	-$1.44M	0.46%	48
2024 Q2	$3.12M	Buy	104,928 +3,573	+4%	+$106K	0.88%	26
2024 Q1	$3.02M	Buy	101,355 +8,222	+9%	+$245K	0.86%	32
2023 Q4	$2.77M	Sell	93,133 -13,203	-12%	-$389K	0.87%	34
2023 Q3	$3.12M	Sell	106,336 -77,334	-42%	-$2.27M	1.06%	27
2023 Q2	$5.41M	Sell	183,670 -5,734	-3%	-$169K	1.8%	8
2023 Q1	$5.61M	Sell	189,404 -75,369	-28%	-$2.22M	2.01%	8
2022 Q4	$7.78M	Sell	264,773 -11,851	-4%	-$347K	2.97%	3
2022 Q3	$8.08M	Buy	+276,624	New	+$8.21M	3.18%	3

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

Elevated Capital Advisors's SPSB Position: Q2 2026 in Review

Elevated Capital Advisors held its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) position steady in Q2 2026 at 4,202 shares worth $126K. The position accounts for 0.03% of the portfolio, ranked #269.

Elevated Capital Advisors first reported a position in SPSB in Q3 2022 and has held it in 12 quarters since. The position peaked at $8.08M in Q3 2022. 571 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

Elevated Capital Advisors held 4,202 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $126K as of Q2 2026.
Elevated Capital Advisors left its State Street SPDR Portfolio Short Term Corporate Bond ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.03% of Elevated Capital Advisors's portfolio in Q2 2026, its #269 holding.
Elevated Capital Advisors first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q3 2022 and has held it in 12 quarters since.
Elevated Capital Advisors's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $8.08M in Q3 2022.
571 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.