FFS
SPSB icon

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

Founders Financial Securities’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
-15,779
Closed -$477K – 588
2025
Q4 		$477K Sell
15,779
-83
-0.5% -$2.51K 0.03% 385
2025
Q3 		$480K Buy
15,862
+76
+0.5% +$2.29K 0.03% 346
2025
Q2 		$477K Sell
15,786
-362
-2% -$10.9K 0.04% 352
2025
Q1 		$486K Sell
16,148
-10,228
-39% -$306K 0.04% 318
2024
Q4 		$788K Sell
26,376
-9,665
-27% -$290K 0.07% 213
2024
Q3 		$1.09M Sell
36,041
-1,050
-3% -$31.5K 0.1% 171
2024
Q2 		$1.1M Buy
37,091
+11,117
+43% +$329K 0.1% 165
2024
Q1 		$773K Buy
25,974
+18,267
+237% +$544K 0.08% 198
2023
Q4 		$230K Buy
+7,707
New +$227K 0.03% 336
2023
Q1 		– Sell
-24,386
Closed -$716K – 336
2022
Q4 		$716K Sell
24,386
-24
-0.1% -$702 0.11% 165
2022
Q3 		$713K Buy
24,410
+208
+0.9% +$6.17K 0.13% 148
2022
Q2 		$720K Buy
+24,202
New +$723K 0.14% 129
2015
Q1 		– Sell
-15,586
Closed -$477K – 90
2014
Q4 		$477K Buy
15,586
+270
+2% +$8.28K 0.29% 41
2014
Q3 		$470K Sell
15,316
-5,490
-26% -$169K 0.3% 39
2014
Q2 		$641K Sell
20,806
-2,636
-11% -$81.1K 0.43% 36
2014
Q1 		$721 Buy
+23,442
New +$721K 0.48% 36

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 22.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Founders Financial Securities's SPSB Position: Q1 2026 in Review

Founders Financial Securities sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q1 2026, closing a stake of 15,779 shares — an estimated $477K sold.

Founders Financial Securities first reported a position in SPSB in Q1 2014 and held it in 16 quarters. The position peaked at $1.1M in Q2 2024. 573 funds tracked by Wall St. Rank hold SPSB as of Q1 2026.

  • Founders Financial Securities reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Founders Financial Securities sold 15,779 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q1 2026, an estimated $477K.
  • Founders Financial Securities first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q1 2014 and held it in 16 quarters.
  • Founders Financial Securities's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $1.1M in Q2 2024.
  • 573 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2026.

Based on Founders Financial Securities's 13F filing for Q1 2026, filed 16 Apr 2026.