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

Gilbert Capital Group’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
Q2 		$1.96M Sell
65,318
-4,498
-6% -$135K 1.37% 19
2026
Q1 		$2.1M Buy
69,816
+1,566
+2% +$47.3K 1.62% 14
2025
Q4 		$2.06M Buy
68,250
+30
+0% +$907 1.55% 17
2025
Q3 		$2.07M Sell
68,220
-619
-0.9% -$18.7K 1.6% 16
2025
Q2 		$2.08M Buy
+68,839
New +$2.07M 1.72% 16

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

Gilbert Capital Group's SPSB Position: Q2 2026 in Review

Gilbert Capital Group reduced its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 6.4% in Q2 2026, selling an estimated $135K and leaving 65,318 shares worth $1.96M. The position accounts for 1.37% of the portfolio, ranked #19.

Gilbert Capital Group first reported a position in SPSB in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.1M in Q1 2026. 572 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

  • Gilbert Capital Group held 65,318 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $1.96M as of Q2 2026.
  • Gilbert Capital Group sold 4,498 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2026, an estimated $135K.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up 1.37% of Gilbert Capital Group's portfolio in Q2 2026, its #19 holding.
  • Gilbert Capital Group first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Gilbert Capital Group's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $2.1M in Q1 2026.
  • 572 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on Gilbert Capital Group's 13F filing for Q2 2026, filed 13 Jul 2026.