Envestnet Portfolio Solutions
SPSB icon

Envestnet Portfolio Solutions’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Envestnet Portfolio Solutions’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 		$1.11M Buy
36,957
+8,097
+28% +$243K 0.01% 666
2026
Q1 		$868K Sell
28,860
-202,304
-88% -$6.11M ﹤0.01% 681
2025
Q4 		$6.98M Sell
231,164
-3,043
-1% -$92K 0.02% 309
2025
Q3 		$7.09M Sell
234,207
-44,799
-16% -$1.35M 0.03% 286
2025
Q2 		$8.42M Sell
279,006
-392,769
-58% -$11.8M 0.03% 258
2025
Q1 		$20.2M Sell
671,775
-70,848
-10% -$2.12M 0.08% 123
2024
Q4 		$22.2M Sell
742,623
-54,848
-7% -$1.64M 0.07% 126
2024
Q3 		$24.1M Buy
797,471
+40,056
+5% +$1.2M 0.08% 122
2024
Q2 		$22.5M Buy
757,415
+118,428
+19% +$3.51M 0.08% 126
2024
Q1 		$19M Buy
638,987
+163,750
+34% +$4.87M 0.07% 138
2023
Q4 		$14.2M Buy
475,237
+34,655
+8% +$1.02M 0.06% 164
2023
Q3 		$12.9M Buy
+440,582
New +$12.9M 0.06% 155

Other funds holding SPSB

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Envestnet Portfolio Solutions's SPSB Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 28% in Q2 2026, buying an estimated $243K and bringing the position to 36,957 shares worth $1.11M. The position accounts for 0.01% of the portfolio, ranked #666.

Envestnet Portfolio Solutions first reported a position in SPSB in Q3 2023 and has held it in 12 quarters since. The position peaked at $24.1M in Q3 2024. 572 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

  • Envestnet Portfolio Solutions held 36,957 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $1.11M as of Q2 2026.
  • Envestnet Portfolio Solutions bought 8,097 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2026, an estimated $243K.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #666 holding.
  • Envestnet Portfolio Solutions first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q3 2023 and has held it in 12 quarters since.
  • Envestnet Portfolio Solutions's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $24.1M in Q3 2024.
  • 572 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.