Galvin Gaustad & Stein’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Galvin Gaustad & Stein’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	-7,747	Closed	-$234K	–	269
2025 Q4	$234K	Buy	+7,747	New	+$234K	0.02%	237
2025 Q1	–	Sell	-19,820	Closed	-$592K	–	186
2024 Q4	$592K	Sell	19,820 -502	-2%	-$15K	0.05%	122
2024 Q3	$615K	Sell	20,322 -635	-3%	-$19.1K	0.05%	118
2024 Q2	$622K	Sell	20,957 -4,772	-19%	-$141K	0.06%	113
2024 Q1	$766K	Sell	25,729 -7,328	-22%	-$218K	0.07%	102
2023 Q4	$984K	Sell	33,057 -16,166	-33%	-$476K	0.09%	90
2023 Q3	$1.44M	Sell	49,223 -10,759	-18%	-$316K	0.15%	77
2023 Q2	$1.77M	Sell	59,982 -11,680	-16%	-$345K	0.17%	75
2023 Q1	$2.12M	Sell	71,662 -81,317	-53%	-$2.4M	0.21%	72
2022 Q4	$4.49M	Sell	152,979 -36,778	-19%	-$1.08M	0.45%	59
2022 Q3	$5.54M	Sell	189,757 -20,804	-10%	-$618K	0.59%	56
2022 Q2	$6.26M	Sell	210,561 -67,219	-24%	-$2.01M	0.63%	55
2022 Q1	$8.37M	Sell	277,780 -134,194	-33%	-$4.09M	0.75%	52
2021 Q4	$12.8M	Sell	411,974 -18,287	-4%	-$568K	1.1%	40
2021 Q3	$13.4M	Sell	430,261 -27,941	-6%	-$874K	1.3%	32
2021 Q2	$14.3M	Sell	458,202 -19,607	-4%	-$614K	1.37%	31
2021 Q1	$15M	Sell	477,809 -10,293	-2%	-$323K	1.51%	23
2020 Q4	$15.3M	Buy	+488,102	New	+$15.3M	1.61%	22

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

Galvin Gaustad & Stein's SPSB Position: Q1 2026 in Review

Galvin Gaustad & Stein sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q1 2026, closing a stake of 7,747 shares — an estimated $234K sold.

Galvin Gaustad & Stein first reported a position in SPSB in Q4 2020 and held it in 18 quarters. The position peaked at $15.3M in Q4 2020. 571 funds tracked by Wall St. Rank hold SPSB as of Q1 2026.

Galvin Gaustad & Stein reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
Galvin Gaustad & Stein sold 7,747 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q1 2026, an estimated $234K.
Galvin Gaustad & Stein first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2020 and held it in 18 quarters.
Galvin Gaustad & Stein's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $15.3M in Q4 2020.
571 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2026.

Based on Galvin Gaustad & Stein's 13F filing for Q1 2026, filed 14 May 2026.