Great Valley Advisor Group
SPSB icon

Great Valley Advisor Group’s State Street SPDR Portfolio Short Term Corporate Bond Index 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
Q3 		$906K Sell
30,611
-6,453
-17% -$193K 0.01% 598
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 $179B AUM 16.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Valmark Advisers
Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
MCF Advisors
MCF Advisors Covington, Kentucky $2.81B AUM 12.54% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Rockwood Wealth Management
Rockwood Wealth Management New Hope, Pennsylvania $1.67B AUM 11.93% 1-Year Est. Return
Huntington National Bank
Huntington National Bank Columbus, Ohio $20.5B AUM 28.07% 1-Year Est. Return
Gemmer Asset Management
Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return

Great Valley Advisor Group's SPSB Position: Q3 2026 in Review

Great Valley Advisor Group reduced its State Street SPDR Portfolio Short Term Corporate Bond Index ETF (SPSB) stake by 17% in Q3 2026, selling an estimated $193K and leaving 30,611 shares worth $906K. The position accounts for 0.01% of the portfolio, ranked #598.

Great Valley Advisor Group first reported a position in SPSB in Q3 2020 and has held it in 24 quarters since. The position peaked at $8.41M in Q4 2022. 405 funds tracked by Wall St. Rank hold SPSB as of Q3 2026.

  • Great Valley Advisor Group held 30,611 shares of State Street SPDR Portfolio Short Term Corporate Bond Index ETF worth $906K as of Q3 2026.
  • Great Valley Advisor Group sold 6,453 State Street SPDR Portfolio Short Term Corporate Bond Index ETF shares in Q3 2026, an estimated $193K.
  • State Street SPDR Portfolio Short Term Corporate Bond Index ETF made up 0.01% of Great Valley Advisor Group's portfolio in Q3 2026, its #598 holding.
  • Great Valley Advisor Group first reported a position in State Street SPDR Portfolio Short Term Corporate Bond Index ETF in Q3 2020 and has held it in 24 quarters since.
  • Great Valley Advisor Group's State Street SPDR Portfolio Short Term Corporate Bond Index ETF position peaked at $8.41M in Q4 2022.
  • 405 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond Index ETF as of Q3 2026.

Based on Great Valley Advisor Group's 13F filing for Q3 2026, filed 9 Nov 2026.