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

Founders Financial Alliance’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	$1.05K	Hold	35	–	–	﹤0.01%	769
2026 Q1	$1.05K	Buy	+35	New	+$1.06K	﹤0.01%	725
2025 Q4	–	Sell	-35	Closed	-$1.06K	–	704
2025 Q3	$1.06K	Buy	+35	New	+$1.06K	﹤0.01%	703
2025 Q2	–	Sell	-35	Closed	-$1.05K	–	611
2025 Q1	$1.05K	Buy	+35	New	+$1.05K	﹤0.01%	606
2023 Q3	–	Sell	-988	Closed	-$29.1K	–	511
2023 Q2	$29.1K	Buy	988 +269	+37%	+$7.94K	0.01%	386
2023 Q1	$21.3K	Hold	719	–	–	0.01%	367
2022 Q4	$21.1K	Buy	719 +31	+5%	+$907	0.01%	390
2022 Q3	$20K	Buy	+688	New	+$20.4K	0.01%	388
2022 Q1	–	Sell	-335	Closed	-$10K	–	474
2021 Q4	$10K	Buy	335 +15	+5%	+$466	﹤0.01%	433
2021 Q3	$10K	Hold	320	–	–	﹤0.01%	403
2021 Q2	$10K	Buy	+320	New	+$10K	﹤0.01%	425

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

Founders Financial Alliance's SPSB Position: Q2 2026 in Review

Founders Financial Alliance held its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) position steady in Q2 2026 at 35 shares worth $1.05K. The position accounts for ﹤0.01% of the portfolio, ranked #769.

Founders Financial Alliance first reported a position in SPSB in Q2 2021 and has held it in 11 quarters since. The position peaked at $29.1K in Q2 2023. 571 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

Founders Financial Alliance held 35 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $1.05K as of Q2 2026.
Founders Financial Alliance left its State Street SPDR Portfolio Short Term Corporate Bond ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up ﹤0.01% of Founders Financial Alliance's portfolio in Q2 2026, its #769 holding.
Founders Financial Alliance first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q2 2021 and has held it in 11 quarters since.
Founders Financial Alliance's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $29.1K in Q2 2023.
571 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.