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

Guggenheim Capital’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	$1.27M	Sell	42,315 -13,270	-24%	-$398K	0.01%	915
2026 Q1	$1.67M	Sell	55,585 -23,333	-30%	-$704K	0.01%	770
2025 Q4	$2.38M	Sell	78,918 -1,487	-2%	-$44.9K	0.02%	624
2025 Q3	$2.44M	Sell	80,405 -57,316	-42%	-$1.73M	0.02%	636
2025 Q2	$4.16M	Sell	137,721 -8,276	-6%	-$248K	0.03%	472
2025 Q1	$4.39M	Sell	145,997 -35,568	-20%	-$1.07M	0.04%	458
2024 Q4	$5.42M	Buy	181,565 +19,278	+12%	+$578K	0.04%	401
2024 Q3	$4.91M	Buy	162,287 +21,932	+16%	+$658K	0.03%	540
2024 Q2	$4.17M	Buy	140,355 +16,431	+13%	+$487K	0.03%	574
2024 Q1	$3.69M	Buy	123,924 +26,607	+27%	+$792K	0.03%	663
2023 Q4	$2.9M	Buy	97,317 +27,033	+38%	+$796K	0.02%	712
2023 Q3	$2.06M	Buy	70,284 +32,335	+85%	+$950K	0.02%	802
2023 Q2	$1.12M	Buy	37,949 +18,865	+99%	+$557K	0.01%	1114
2023 Q1	$565K	Buy	+19,084	New	+$563K	﹤0.01%	1445

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 22.9% 1-Year Est. Return

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

Guggenheim Capital's SPSB Position: Q2 2026 in Review

Guggenheim Capital reduced its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 24% in Q2 2026, selling an estimated $398K and leaving 42,315 shares worth $1.27M. The position accounts for 0.01% of the portfolio, ranked #915.

Guggenheim Capital first reported a position in SPSB in Q1 2023 and has held it in 14 quarters since. The position peaked at $5.42M in Q4 2024. 577 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

Guggenheim Capital held 42,315 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $1.27M as of Q2 2026.
Guggenheim Capital sold 13,270 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2026, an estimated $398K.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.01% of Guggenheim Capital's portfolio in Q2 2026, its #915 holding.
Guggenheim Capital first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q1 2023 and has held it in 14 quarters since.
Guggenheim Capital's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $5.42M in Q4 2024.
577 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on Guggenheim Capital's 13F filing for Q2 2026, filed 12 Aug 2026.