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

Elser Financial Planning’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	$208K	Buy	+6,938	New	+$208K	0.01%	124
2026 Q1	–	Sell	-9,362	Closed	-$283K	–	139
2025 Q4	$283K	Buy	+9,362	New	+$283K	0.2%	66

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

Elser Financial Planning's SPSB Position: Q2 2026 in Review

Elser Financial Planning opened a new position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q2 2026: 6,938 shares worth $208K. The stake represents 0.01% of the portfolio and ranks #124 among its holdings. This is a return to the name: Elser Financial Planning previously reported a position in SPSB as recently as Q4 2025.

Elser Financial Planning first reported a position in SPSB in Q4 2025 and has held it in 2 quarters since. The position peaked at $283K in Q4 2025. 571 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

Elser Financial Planning held 6,938 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $208K as of Q2 2026.
State Street SPDR Portfolio Short Term Corporate Bond ETF was a new Elser Financial Planning position in Q2 2026.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.01% of Elser Financial Planning's portfolio in Q2 2026, its #124 holding.
Elser Financial Planning first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2025 and has held it in 2 quarters since.
Elser Financial Planning's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $283K in Q4 2025.
571 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on Elser Financial Planning's 13F filing for Q2 2026, filed 14 Jul 2026.