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

Focus Partners Advisor 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 Q1	–	Sell	-34,765	Closed	-$1.05M	–	1355
2025 Q4	$1.05M	Sell	34,765 -27,446	-44%	-$829K	0.01%	485
2025 Q3	$1.88M	Buy	62,211 +23,541	+61%	+$710K	0.02%	353
2025 Q2	$1.17M	Sell	38,670 -3,390	-8%	-$102K	0.02%	405
2025 Q1	$1.27M	Buy	42,060 +5,111	+14%	+$153K	0.02%	332
2024 Q4	$1.1M	Sell	36,949 -7,924	-18%	-$237K	0.02%	321
2024 Q3	$1.36M	Buy	44,873 +4,442	+11%	+$133K	0.03%	244
2024 Q2	$1.2M	Buy	40,431 +675	+2%	+$20K	0.03%	223
2024 Q1	$1.18M	Buy	+39,756	New	+$1.18M	0.03%	222

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

Focus Partners Advisor Solutions's SPSB Position: Q1 2026 in Review

Focus Partners Advisor Solutions sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q1 2026, closing a stake of 34,765 shares — an estimated $1.05M sold.

Focus Partners Advisor Solutions first reported a position in SPSB in Q1 2024 and held it in 8 quarters. The position peaked at $1.88M in Q3 2025. 570 funds tracked by Wall St. Rank hold SPSB as of Q1 2026.

Focus Partners Advisor Solutions reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
Focus Partners Advisor Solutions sold 34,765 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q1 2026, an estimated $1.05M.
Focus Partners Advisor Solutions first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q1 2024 and held it in 8 quarters.
Focus Partners Advisor Solutions's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $1.88M in Q3 2025.
570 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q1 2026, filed 13 May 2026.