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First Command Advisory Services’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

First Command Advisory Services’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 		$33.7M Buy
1,122,144
+145,734
+15% +$4.4M 0.23% 30
2025
Q4 		$29.5M Buy
976,410
+172,617
+21% +$5.22M 0.21% 28
2025
Q3 		$24.3M Buy
803,793
+704,139
+707% +$21.2M 0.18% 30
2025
Q2 		$3.01M Buy
99,654
+12,931
+15% +$388K 0.03% 42
2025
Q1 		$2.61M Buy
86,723
+9,107
+12% +$273K 0.03% 44
2024
Q4 		$2.32M Buy
77,616
+4,262
+6% +$128K 0.02% 44
2024
Q3 		$2.22M Buy
+73,354
New +$2.2M 0.02% 46
2023
Q3 		– Sell
-325
Closed -$9.57K – 494
2023
Q2 		$9.57K Buy
+325
New +$9.6K ﹤0.01% 18
2018
Q1 		– Sell
-469
Closed – – 52
2017
Q4 		$0 Buy
+469
New +$14.3K ﹤0.01% 48

Other funds holding SPSB

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return