Freestone Capital Holdings’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Freestone Capital Holdings’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	$2.78M	Sell	92,413 -38,183	-29%	-$1.15M	0.08%	151
2025 Q4	$3.94M	Sell	130,596 -3,651	-3%	-$110K	0.12%	122
2025 Q3	$4.07M	Buy	+134,247	New	+$4.05M	0.12%	120
2021 Q1	–	Sell	-4,102	Closed	-$129K	–	1024
2020 Q4	$129K	Buy	4,102 +4,022	+5,028%	+$126K	0.01%	394
2020 Q3	$2.51K	Buy	+80	New	+$2.51K	﹤0.01%	1002

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

Freestone Capital Holdings's SPSB Position: Q1 2026 in Review

Freestone Capital Holdings reduced its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 29% in Q1 2026, selling an estimated $1.15M and leaving 92,413 shares worth $2.78M. The position accounts for 0.08% of the portfolio, ranked #151.

Freestone Capital Holdings first reported a position in SPSB in Q3 2020 and has held it in 5 quarters since. The position peaked at $4.07M in Q3 2025. 570 funds tracked by Wall St. Rank hold SPSB as of Q1 2026.

Freestone Capital Holdings held 92,413 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $2.78M as of Q1 2026.
Freestone Capital Holdings sold 38,183 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q1 2026, an estimated $1.15M.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.08% of Freestone Capital Holdings's portfolio in Q1 2026, its #151 holding.
Freestone Capital Holdings first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q3 2020 and has held it in 5 quarters since.
Freestone Capital Holdings's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $4.07M 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 Freestone Capital Holdings's 13F filing for Q1 2026, filed 13 May 2026.