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

HM Payson & 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	$4.17M	Hold	139,061	–	–	0.06%	133
2026 Q1	$4.18M	Sell	139,061 -1,354	-1%	-$40.9K	0.06%	129
2025 Q4	$4.24M	Sell	140,415 -452	-0.3%	-$13.7K	0.06%	124
2025 Q3	$4.27M	Buy	140,867 +2,223	+2%	+$67.1K	0.06%	114
2025 Q2	$4.19M	Sell	138,644 -389	-0.3%	-$11.7K	0.07%	108
2025 Q1	$4.18M	Sell	139,033 -3,568	-3%	-$107K	0.07%	111
2024 Q4	$4.26M	Buy	142,601 +46,618	+49%	+$1.4M	0.07%	113
2024 Q3	$2.91M	Hold	95,983	–	–	0.05%	138
2024 Q2	$2.85M	Buy	95,983 +3,865	+4%	+$115K	0.05%	135
2024 Q1	$2.74M	Hold	92,118	–	–	0.05%	139
2023 Q4	$2.74M	Hold	92,118	–	–	0.06%	138
2023 Q3	$2.7M	Hold	92,118	–	–	0.06%	133
2023 Q2	$2.71M	Hold	92,118	–	–	0.06%	129
2023 Q1	$2.73M	Hold	92,118	–	–	0.07%	123
2022 Q4	$2.71M	Hold	92,118	–	–	0.07%	123
2022 Q3	$2.69M	Hold	92,118	–	–	0.07%	122
2022 Q2	$2.74M	Hold	92,118	–	–	0.07%	124
2022 Q1	$2.78M	Hold	92,118	–	–	0.06%	130
2021 Q4	$2.85M	Hold	92,118	–	–	0.06%	137
2021 Q3	$2.88M	Hold	92,118	–	–	0.07%	137
2021 Q2	$2.88M	Hold	92,118	–	–	0.07%	141
2021 Q1	$2.88M	Hold	92,118	–	–	0.08%	137
2020 Q4	$2.89M	Hold	92,118	–	–	0.08%	134
2020 Q3	$2.89M	Hold	92,118	–	–	0.09%	123
2020 Q2	$2.89M	Hold	92,118	–	–	0.1%	115
2020 Q1	$2.79M	Hold	92,118	–	–	0.11%	108
2019 Q4	$2.84M	Hold	92,118	–	–	0.09%	123
2019 Q3	$2.84M	Hold	92,118	–	–	0.1%	121
2019 Q2	$2.83M	Hold	92,118	–	–	0.1%	126
2019 Q1	$2.81M	Buy	+92,118	New	+$2.79M	0.11%	122
2018 Q4	–	Sell	-92,118	Closed	-$2.78M	–	289
2018 Q3	$2.78M	Sell	92,118 -22,246	-19%	-$671K	0.12%	116
2018 Q2	$3.45M	Sell	114,364 -1,109	-1%	-$33.4K	0.15%	104
2018 Q1	$3.49M	Buy	115,473 +24,321	+27%	+$736K	0.14%	112
2017 Q4	$2.77M	Hold	91,152	–	–	0.11%	125
2017 Q3	$2.79M	Hold	91,152	–	–	0.12%	121
2017 Q2	$2.79M	Buy	91,152 +9,798	+12%	+$300K	0.13%	117
2017 Q1	$2.49M	Buy	81,354 +40,884	+101%	+$1.25M	0.11%	130
2016 Q4	$1.24M	Buy	40,470 +32,765	+425%	+$1M	0.06%	168
2016 Q3	$237K	Hold	7,705	–	–	0.01%	286
2016 Q2	$237K	Sell	7,705 -196	-2%	-$6.01K	0.01%	288
2016 Q1	$242K	Hold	7,901	–	–	0.01%	280
2015 Q4	$240K	Hold	7,901	–	–	0.01%	282
2015 Q3	$241K	Buy	+7,901	New	+$241K	0.01%	267

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

HM Payson & Co's SPSB Position: Q2 2026 in Review

HM Payson & Co held its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) position steady in Q2 2026 at 139,061 shares worth $4.17M. The position accounts for 0.06% of the portfolio, ranked #133.

HM Payson & Co first reported a position in SPSB in Q3 2015 and has held it in 43 quarters since. The position peaked at $4.27M in Q3 2025. 571 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

HM Payson & Co held 139,061 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $4.17M as of Q2 2026.
HM Payson & 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 0.06% of HM Payson & Co's portfolio in Q2 2026, its #133 holding.
HM Payson & Co first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q3 2015 and has held it in 43 quarters since.
HM Payson & Co's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $4.27M in Q3 2025.
571 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.