Fiduciary Group’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Fiduciary Group’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	$413K	Hold	13,747	–	–	0.04%	232
2025 Q4	$415K	Buy	13,747 +824	+6%	+$24.9K	0.03%	225
2025 Q3	$391K	Hold	12,923	–	–	0.03%	228
2025 Q2	$390K	Hold	12,923	–	–	0.04%	215
2025 Q1	$389K	Hold	12,923	–	–	0.04%	210
2024 Q4	$386K	Buy	12,923 +333	+3%	+$9.98K	0.04%	211
2024 Q3	$381K	Hold	12,590	–	–	0.04%	218
2024 Q2	$374K	Buy	12,590 +1	+0%	+$30	0.04%	212
2024 Q1	$375K	Sell	12,589 -1,470	-10%	-$43.7K	0.04%	213
2023 Q4	$419K	Buy	+14,059	New	+$414K	0.05%	189

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

Fiduciary Group's SPSB Position: Q1 2026 in Review

Fiduciary Group held its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) position steady in Q1 2026 at 13,747 shares worth $413K. The position accounts for 0.04% of the portfolio, ranked #232.

Fiduciary Group first reported a position in SPSB in Q4 2023 and has held it in 10 quarters since. The position peaked at $419K in Q4 2023. 571 funds tracked by Wall St. Rank hold SPSB as of Q1 2026.

Fiduciary Group held 13,747 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $413K as of Q1 2026.
Fiduciary Group 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 0.04% of Fiduciary Group's portfolio in Q1 2026, its #232 holding.
Fiduciary Group first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2023 and has held it in 10 quarters since.
Fiduciary Group's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $419K in Q4 2023.
571 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2026.

Based on Fiduciary Group's 13F filing for Q1 2026, filed 11 May 2026.