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

Financial Plan Inc’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 		$3.9M Sell
130,057
-12,316
-9% -$370K 0.37% 29
2026
Q1 		$4.28M Buy
142,373
+1,941
+1% +$58.6K 0.46% 26
2025
Q4 		$4.24M Buy
+140,432
New +$4.24M 0.49% 25

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 22.9% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Financial Plan Inc's SPSB Position: Q2 2026 in Review

Financial Plan Inc reduced its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 8.7% in Q2 2026, selling an estimated $370K and leaving 130,057 shares worth $3.9M. The position accounts for 0.37% of the portfolio, ranked #29.

Financial Plan Inc first reported a position in SPSB in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.28M in Q1 2026. 577 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

  • Financial Plan Inc held 130,057 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $3.9M as of Q2 2026.
  • Financial Plan Inc sold 12,316 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2026, an estimated $370K.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.37% of Financial Plan Inc's portfolio in Q2 2026, its #29 holding.
  • Financial Plan Inc first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Financial Plan Inc's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $4.28M in Q1 2026.
  • 577 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on Financial Plan Inc's 13F filing for Q2 2026, filed 14 Aug 2026.