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 Q3	$3.28M	Buy	110,832 +24,402	+28%	+$728K	1.3%	23
2026 Q2	$2.59M	Buy	86,430 +758	+0.9%	+$22.7K	1.02%	26
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

Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

Quattro Financial Advisors The Woodlands, Texas $483M AUM 11.42% 1-Year Est. Return

Cherry Tree Wealth Management Minnetonka, Minnesota $531M AUM 9.26% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return

Woodside Wealth Management Framingham, Massachusetts $146M AUM 13.89% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Cornerstone Management Duluth, Georgia $673M AUM 7.67% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

GEM Asset Management's SPSB Position: Q3 2026 in Review

GEM Asset Management increased its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 28% in Q3 2026, buying an estimated $728K and bringing the position to 110,832 shares worth $3.28M. The position accounts for 1.3% of the portfolio, ranked #23.

GEM Asset Management first reported a position in SPSB in Q1 2024 and has held it in 11 quarters since. 146 funds tracked by Wall St. Rank hold SPSB as of Q3 2026.

GEM Asset Management held 110,832 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $3.28M as of Q3 2026.
GEM Asset Management bought 24,402 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q3 2026, an estimated $728K.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up 1.3% of GEM Asset Management's portfolio in Q3 2026, its #23 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 11 quarters since.
146 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q3 2026.

Based on GEM Asset Management's 13F filing for Q3 2026, filed 13 Oct 2026.