Foundations Investment Advisors’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Foundations Investment Advisors’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	$5.47M	Buy	182,163 +27,135	+18%	+$814K	0.06%	236
2026 Q1	$4.66M	Buy	155,028 +19,590	+14%	+$591K	0.06%	234
2025 Q4	$4.09M	Buy	135,438 +38,511	+40%	+$1.16M	0.05%	249
2025 Q3	$2.94M	Buy	96,927 +15,717	+19%	+$474K	0.04%	274
2025 Q2	$2.45M	Buy	81,210 +25,902	+47%	+$777K	0.04%	285
2025 Q1	$1.66M	Buy	55,308 +10,369	+23%	+$311K	0.03%	318
2024 Q4	$1.34M	Buy	44,939 +27,537	+158%	+$825K	0.03%	354
2024 Q3	$527K	Buy	17,402 +7,525	+76%	+$226K	0.01%	507
2024 Q2	$293K	Buy	+9,877	New	+$293K	0.01%	613
2023 Q4	–	Sell	-14,096	Closed	-$413K	–	725
2023 Q3	$413K	Buy	+14,096	New	+$414K	0.01%	438

Other funds holding SPSB

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Foundations Investment Advisors's SPSB Position: Q2 2026 in Review

Foundations Investment Advisors increased its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 18% in Q2 2026, buying an estimated $814K and bringing the position to 182,163 shares worth $5.47M. The position accounts for 0.06% of the portfolio, ranked #236.

Foundations Investment Advisors first reported a position in SPSB in Q3 2023 and has held it in 10 quarters since. 572 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

Foundations Investment Advisors held 182,163 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $5.47M as of Q2 2026.
Foundations Investment Advisors bought 27,135 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2026, an estimated $814K.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.06% of Foundations Investment Advisors's portfolio in Q2 2026, its #236 holding.
Foundations Investment Advisors first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q3 2023 and has held it in 10 quarters since.
572 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.