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

Gradient Capital Advisors’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	$580K	Sell	19,313 -119	-0.6%	-$3.57K	0.13%	97
2026 Q1	$584K	Buy	19,432 +7	+0%	+$211	0.15%	95
2025 Q4	$587K	Sell	19,425 -498	-2%	-$15.1K	0.15%	97
2025 Q3	$603K	Buy	19,923 +109	+0.6%	+$3.29K	0.16%	93
2025 Q2	$598K	Sell	19,814 -497	-2%	-$14.9K	0.18%	90
2025 Q1	$611K	Sell	20,311 -127	-0.6%	-$3.81K	0.2%	84
2024 Q4	$610K	Buy	20,438 +1,131	+6%	+$33.9K	0.2%	81
2024 Q3	$585K	Buy	19,307 +13	+0.1%	+$390	0.19%	83
2024 Q2	$573K	Sell	19,294 -2,772	-13%	-$82.1K	0.2%	84
2024 Q1	$657K	Buy	22,066 +1,583	+8%	+$47.1K	0.24%	79
2023 Q4	$610K	Buy	20,483 +232	+1%	+$6.83K	0.23%	78
2023 Q3	$594K	Sell	20,251 -5,579	-22%	-$164K	0.25%	75
2023 Q2	$760K	Sell	25,830 -2,703	-9%	-$79.8K	0.3%	67
2023 Q1	$845K	Sell	28,533 -1,987	-7%	-$58.6K	0.36%	64
2022 Q4	$897K	Buy	30,520 +1,619	+6%	+$47.4K	0.41%	58
2022 Q3	$844K	Buy	28,901 +4,612	+19%	+$137K	0.4%	59
2022 Q2	$722K	Sell	24,289 -13,212	-35%	-$395K	0.35%	64
2022 Q1	$1.13M	Sell	37,501 -1,004	-3%	-$30.6K	0.48%	49
2021 Q4	$1.19M	Sell	38,505 -161	-0.4%	-$5K	0.5%	49
2021 Q3	$1.21M	Sell	38,666 -1,718	-4%	-$53.7K	0.55%	42
2021 Q2	$1.26M	Sell	40,384 -418	-1%	-$13.1K	0.59%	38
2021 Q1	$1.28M	Buy	40,802 +731	+2%	+$22.9K	0.68%	33
2020 Q4	$1.26M	Buy	40,071 +101	+0.3%	+$3.17K	0.72%	32
2020 Q3	$1.25M	Buy	39,970 +224	+0.6%	+$7.03K	0.78%	32
2020 Q2	$1.25M	Sell	39,746 -486	-1%	-$15.1K	0.84%	34
2020 Q1	$1.22M	Sell	40,232 -3,271	-8%	-$100K	0.98%	28
2019 Q4	$1.34M	Buy	43,503 +4,082	+10%	+$126K	0.93%	27
2019 Q3	$1.22M	Buy	39,421 +1,721	+5%	+$53K	0.91%	30
2019 Q2	$1.16M	Buy	37,700 +14,050	+59%	+$429K	0.89%	31
2019 Q1	$723K	Buy	23,650 +3,904	+20%	+$118K	0.58%	38
2018 Q4	$595K	Hold	19,746	–	–	0.51%	41
2018 Q3	$596K	Sell	19,746 -1,270	-6%	-$38.3K	0.5%	42
2018 Q2	$634K	Buy	+21,016	New	+$634K	0.59%	38

Other funds holding SPSB

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Gradient Capital Advisors's SPSB Position: Q2 2026 in Review

Gradient Capital Advisors reduced its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 0.61% in Q2 2026, selling an estimated $3.57K and leaving 19,313 shares worth $580K. The position accounts for 0.13% of the portfolio, ranked #97.

Gradient Capital Advisors first reported a position in SPSB in Q2 2018 and has held it in 33 quarters since. The position peaked at $1.34M in Q4 2019. 571 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

Gradient Capital Advisors held 19,313 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $580K as of Q2 2026.
Gradient Capital Advisors sold 119 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2026, an estimated $3.57K.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.13% of Gradient Capital Advisors's portfolio in Q2 2026, its #97 holding.
Gradient Capital Advisors first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q2 2018 and has held it in 33 quarters since.
Gradient Capital Advisors's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $1.34M in Q4 2019.
571 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on Gradient Capital Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.