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

HFM Investment 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 		$112K Sell
3,748
-688
-16% -$20.6K 0.04% 36
2026
Q1 		$133K Sell
4,436
-647
-13% -$19.5K 0.05% 32
2025
Q4 		$154K Sell
5,083
-805
-14% -$24.3K 0.06% 30
2025
Q3 		$178K Sell
5,888
-455
-7% -$13.7K 0.07% 22
2025
Q2 		$191K Sell
6,343
-385
-6% -$11.6K 0.08% 23
2025
Q1 		$203K Buy
+6,728
New +$202K 0.1% 18

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

HFM Investment Advisors's SPSB Position: Q2 2026 in Review

HFM Investment Advisors reduced its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 16% in Q2 2026, selling an estimated $20.6K and leaving 3,748 shares worth $112K. The position accounts for 0.04% of the portfolio, ranked #36.

HFM Investment Advisors first reported a position in SPSB in Q1 2025 and has held it in 6 quarters since. The position peaked at $203K in Q1 2025. 571 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

  • HFM Investment Advisors held 3,748 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $112K as of Q2 2026.
  • HFM Investment Advisors sold 688 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2026, an estimated $20.6K.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.04% of HFM Investment Advisors's portfolio in Q2 2026, its #36 holding.
  • HFM Investment Advisors first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • HFM Investment Advisors's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $203K in Q1 2025.
  • 571 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.