GEM Asset Management’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

GEM Asset Management’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	$2.58M	Buy	85,672 +25,927	+43%	+$783K	1.14%	25
2025 Q4	$1.81M	Buy	59,745 +17,986	+43%	+$544K	0.8%	29
2025 Q3	$1.26M	Buy	41,759 +13,147	+46%	+$397K	0.6%	32
2025 Q2	$859K	Sell	28,612 -439	-2%	-$13.2K	0.44%	40
2025 Q1	$871K	Buy	29,051 +14,226	+96%	+$426K	0.49%	35
2024 Q4	$443K	Hold	14,825	–	–	0.25%	52
2024 Q3	$445K	Sell	14,825 -635	-4%	-$19.1K	0.25%	55
2024 Q2	$459K	Hold	15,460	–	–	0.29%	46
2024 Q1	$457K	Buy	+15,460	New	+$460K	0.31%	42

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

GEM Asset Management's SPSB Position: Q1 2026 in Review

GEM Asset Management increased its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 43% in Q1 2026, buying an estimated $783K and bringing the position to 85,672 shares worth $2.58M. The position accounts for 1.14% of the portfolio, ranked #25.

GEM Asset Management first reported a position in SPSB in Q1 2024 and has held it in 9 quarters since. 570 funds tracked by Wall St. Rank hold SPSB as of Q1 2026.

GEM Asset Management held 85,672 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $2.58M as of Q1 2026.
GEM Asset Management bought 25,927 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q1 2026, an estimated $783K.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up 1.14% of GEM Asset Management's portfolio in Q1 2026, its #25 holding.
GEM Asset Management first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q1 2024 and has held it in 9 quarters since.
570 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2026.

Based on GEM Asset Management's 13F filing for Q1 2026, filed 10 Apr 2026.