Hardy Reed’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Hardy Reed’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 Q1	$17.4M	Buy	578,912 +10,034	+2%	+$303K	1.27%	14
2025 Q4	$17.2M	Buy	568,878 +12,200	+2%	+$369K	1.23%	16
2025 Q3	$16.9M	Hold	556,678	–	–	1.24%	15
2025 Q2	$16.8M	Sell	556,678 -7,658	-1%	-$230K	1.35%	13
2025 Q1	$17M	Buy	564,336 +6,443	+1%	+$193K	1.5%	11
2024 Q4	$16.7M	Sell	557,893 -8,349	-1%	-$250K	1.47%	11
2024 Q3	$17.1M	Buy	566,242 +13,108	+2%	+$393K	1.54%	12
2024 Q2	$16.4M	Buy	553,134 +88,282	+19%	+$2.62M	1.65%	10
2024 Q1	$13.8M	Sell	464,852 -2,000	-0.4%	-$59.5K	1.72%	12
2023 Q4	$13.9M	Buy	+466,852	New	+$13.7M	1.88%	11

Other funds holding SPSB

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Hardy Reed's SPSB Position: Q1 2026 in Review

Hardy Reed increased its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 1.8% in Q1 2026, buying an estimated $303K and bringing the position to 578,912 shares worth $17.4M. The position accounts for 1.27% of the portfolio, ranked #14.

Hardy Reed first reported a position in SPSB in Q4 2023 and has held it in 10 quarters since. 571 funds tracked by Wall St. Rank hold SPSB as of Q1 2026.

Hardy Reed held 578,912 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $17.4M as of Q1 2026.
Hardy Reed bought 10,034 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q1 2026, an estimated $303K.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up 1.27% of Hardy Reed's portfolio in Q1 2026, its #14 holding.
Hardy Reed first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2023 and has held it in 10 quarters since.
571 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2026.

Based on Hardy Reed's 13F filing for Q1 2026, filed 28 Apr 2026.