Hirtle Callaghan & Co’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Hirtle Callaghan & Co’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	–	Hold	0	–	–	–	53
2026 Q1	–	Hold	0	–	–	–	55
2025 Q4	–	Hold	0	–	–	–	53
2025 Q3	–	Hold	0	–	–	–	52
2025 Q2	–	Hold	0	–	–	–	49
2025 Q1	–	Hold	0	–	–	–	50
2024 Q4	–	Hold	0	–	–	–	54
2024 Q3	–	Hold	0	–	–	–	51
2024 Q2	–	Hold	0	–	–	–	39
2024 Q1	–	Sell	-158,525	Closed	-$4.72M	–	41
2023 Q4	$4.72M	Sell	158,525 -118,622	-43%	-$3.49M	0.22%	35
2023 Q3	$8.13M	Sell	277,147 -173,991	-39%	-$5.11M	0.41%	29
2023 Q2	$13.3M	Sell	451,138 -94,721	-17%	-$2.8M	0.63%	25
2023 Q1	$16.2M	Buy	545,859 +5,824	+1%	+$172K	0.8%	21
2022 Q4	$15.9M	Sell	540,035 -103,334	-16%	-$3.02M	0.97%	17
2022 Q3	$18.8M	Sell	643,369 -3,239,491	-83%	-$96.2M	1.35%	14
2022 Q2	$115M	Sell	3,882,860 -3,234,544	-45%	-$96.7M	6.84%	4
2022 Q1	$214M	Buy	7,117,404 +25,392	+0.4%	+$775K	10.38%	2
2021 Q4	$220M	Buy	+7,092,012	New	+$220M	11.07%	2
2021 Q3	–	Hold	0	–	–	–	2
2021 Q2	–	Hold	0	–	–	–	3
2021 Q1	–	Hold	0	–	–	–	4
2020 Q4	–	Hold	0	–	–	–	5
2020 Q3	–	Hold	0	–	–	–	3
2020 Q2	–	Hold	0	–	–	–	4
2020 Q1	–	Hold	0	–	–	–	4
2019 Q4	–	Hold	0	–	–	–	5
2019 Q3	–	Hold	0	–	–	–	3
2019 Q2	–	Hold	0	–	–	–	3
2019 Q1	–	Hold	0	–	–	–	3
2018 Q4	–	Hold	0	–	–	–	3
2018 Q3	–	Hold	0	–	–	–	3
2018 Q2	–	Hold	0	–	–	–	3
2018 Q1	–	Hold	0	–	–	–	4
2017 Q4	–	Hold	0	–	–	–	4
2017 Q3	–	Hold	0	–	–	–	4

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 22.96% 1-Year Est. Return

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

Hirtle Callaghan & Co's SPSB Position: Q2 2026 in Review

Hirtle Callaghan & Co held its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) position steady in Q2 2026 at 0 shares worth $2M. The position accounts for 0.07% of the portfolio, ranked #53.

Hirtle Callaghan & Co first reported a position in SPSB in Q4 2021 and has held it in 9 quarters since. The position peaked at $220M in Q4 2021. 574 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

Hirtle Callaghan & Co held 0 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $2M as of Q2 2026.
Hirtle Callaghan & Co left its State Street SPDR Portfolio Short Term Corporate Bond ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.07% of Hirtle Callaghan & Co's portfolio in Q2 2026, its #53 holding.
Hirtle Callaghan & Co first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2021 and has held it in 9 quarters since.
Hirtle Callaghan & Co's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $220M in Q4 2021.
574 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on Hirtle Callaghan & Co's 13F filing for Q2 2026, filed 14 Aug 2026.