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Great Valley Advisor Group’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Great Valley Advisor 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 		$1.11M Buy
37,064
+13,780
+59% +$414K 0.02% 524
2026
Q1 		$700K Buy
23,284
+14,742
+173% +$445K 0.01% 587
2025
Q4 		$258K Buy
8,542
+342
+4% +$10.3K 0.01% 814
2025
Q3 		$248K Buy
+8,200
New +$247K 0.01% 825
2025
Q2 		– Sell
-15,483
Closed -$466K – 936
2025
Q1 		$466K Buy
15,483
+6,503
+72% +$195K 0.01% 605
2024
Q4 		$268K Sell
8,980
-11,435
-56% -$343K 0.01% 719
2024
Q3 		$618K Buy
20,415
+6,970
+52% +$209K 0.02% 514
2024
Q2 		$400K Buy
13,445
+363
+3% +$10.8K 0.01% 587
2024
Q1 		$390K Sell
13,082
-62,930
-83% -$1.87M 0.01% 546
2023
Q4 		$2.26M Sell
76,012
-2,024
-3% -$59.6K 0.08% 221
2023
Q3 		$2.29M Sell
78,036
-83,035
-52% -$2.44M 0.09% 203
2023
Q2 		$4.74M Sell
161,071
-16,308
-9% -$481K 0.2% 126
2023
Q1 		$5.26M Sell
177,379
-108,798
-38% -$3.21M 0.25% 106
2022
Q4 		$8.41M Buy
286,177
+224,112
+361% +$6.56M 0.43% 57
2022
Q3 		$1.81M Buy
62,065
+5,888
+10% +$175K 0.1% 206
2022
Q2 		$1.67M Sell
56,177
-5,540
-9% -$166K 0.09% 220
2022
Q1 		$1.86M Buy
61,717
+6,608
+12% +$202K 0.11% 202
2021
Q4 		$1.71M Buy
55,109
+915
+2% +$28.4K 0.11% 205
2021
Q3 		$1.69M Sell
54,194
-4,460
-8% -$139K 0.12% 193
2021
Q2 		$1.84M Buy
58,654
+44,949
+328% +$1.41M 0.14% 174
2021
Q1 		$429K Buy
13,705
+3,470
+34% +$109K 0.04% 336
2020
Q4 		$321K Buy
10,235
+2,911
+40% +$91.3K 0.03% 361
2020
Q3 		$230K Buy
+7,324
New +$230K 0.03% 382

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

Great Valley Advisor Group's SPSB Position: Q2 2026 in Review

Great Valley Advisor Group increased its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 59% in Q2 2026, buying an estimated $414K and bringing the position to 37,064 shares worth $1.11M. The position accounts for 0.02% of the portfolio, ranked #524.

Great Valley Advisor Group first reported a position in SPSB in Q3 2020 and has held it in 23 quarters since. The position peaked at $8.41M in Q4 2022. 574 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

  • Great Valley Advisor Group held 37,064 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $1.11M as of Q2 2026.
  • Great Valley Advisor Group bought 13,780 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2026, an estimated $414K.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.02% of Great Valley Advisor Group's portfolio in Q2 2026, its #524 holding.
  • Great Valley Advisor Group first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q3 2020 and has held it in 23 quarters since.
  • Great Valley Advisor Group's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $8.41M in Q4 2022.
  • 574 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.