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

Evergreen Capital Management’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 Q1	$347K	Hold	11,530	–	–	0.01%	1016
2025 Q4	$348K	Hold	11,530	–	–	0.01%	954
2025 Q3	$349K	Hold	11,530	–	–	0.01%	868
2025 Q2	$348K	Hold	11,530	–	–	0.01%	735
2025 Q1	$347K	Hold	11,530	–	–	0.01%	672
2024 Q4	$344K	Hold	11,530	–	–	0.01%	670
2024 Q3	$349K	Sell	11,530 -282	-2%	-$8.46K	0.01%	651
2024 Q2	$351K	Hold	11,812	–	–	0.01%	595
2024 Q1	$352K	Hold	11,812	–	–	0.01%	574
2023 Q4	$352K	Hold	11,812	–	–	0.01%	532
2023 Q3	$346K	Hold	11,812	–	–	0.02%	508
2023 Q2	$348K	Buy	+11,812	New	+$349K	0.01%	503

Other funds holding SPSB

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Evergreen Capital Management's SPSB Position: Q1 2026 in Review

Evergreen Capital Management held its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) position steady in Q1 2026 at 11,530 shares worth $347K. The position accounts for 0.01% of the portfolio, ranked #1016.

Evergreen Capital Management first reported a position in SPSB in Q2 2023 and has held it in 12 quarters since. The position peaked at $352K in Q4 2023. 570 funds tracked by Wall St. Rank hold SPSB as of Q1 2026.

Evergreen Capital Management held 11,530 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $347K as of Q1 2026.
Evergreen Capital Management left its State Street SPDR Portfolio Short Term Corporate Bond ETF share count unchanged in Q1 2026.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.01% of Evergreen Capital Management's portfolio in Q1 2026, its #1016 holding.
Evergreen Capital Management first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q2 2023 and has held it in 12 quarters since.
Evergreen Capital Management's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $352K in Q4 2023.
570 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.