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

Hoese & 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	$990	Sell	33 -375	-92%	-$11.3K	﹤0.01%	178
2026 Q1	$12.3K	Hold	408	–	–	0.01%	119
2025 Q4	$12.3K	Hold	408	–	–	0.01%	121
2025 Q3	$12.4K	Hold	408	–	–	0.01%	110
2025 Q2	$12.3K	Hold	408	–	–	0.01%	132
2025 Q1	$12.3K	Hold	408	–	–	0.01%	110
2024 Q4	$12.2K	Hold	408	–	–	0.01%	122
2024 Q3	$12.3K	Hold	408	–	–	0.01%	112
2024 Q2	$12.1K	Hold	408	–	–	0.01%	97
2024 Q1	$12.1K	Hold	408	–	–	0.01%	104
2023 Q4	$12.1K	Hold	408	–	–	0.01%	106
2023 Q3	$12K	Hold	408	–	–	0.01%	108
2023 Q2	$12K	Buy	+408	New	+$12K	0.01%	112

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

Hoese & Co's SPSB Position: Q2 2026 in Review

Hoese & Co reduced its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 92% in Q2 2026, selling an estimated $11.3K and leaving 33 shares worth $990. The position accounts for ﹤0.01% of the portfolio, ranked #178.

Hoese & Co first reported a position in SPSB in Q2 2023 and has held it in 13 quarters since. The position peaked at $12.4K in Q3 2025. 577 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

Hoese & Co held 33 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $990 as of Q2 2026.
Hoese & Co sold 375 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2026, an estimated $11.3K.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up ﹤0.01% of Hoese & Co's portfolio in Q2 2026, its #178 holding.
Hoese & Co first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q2 2023 and has held it in 13 quarters since.
Hoese & Co's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $12.4K in Q3 2025.
577 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on Hoese & Co's 13F filing for Q2 2026, filed 14 Jul 2026.