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IFG Advisory’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

IFG Advisory’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 		$30.1K Sell
1,000
-27,499
-96% -$830K 0.09% 166
2025
Q4 		$861K Sell
28,499
-806
-3% -$24.4K 0.04% 402
2025
Q3 		$888K Buy
29,305
+772
+3% +$23.3K 0.04% 376
2025
Q2 		$861K Sell
28,533
-4,423
-13% -$133K 0.04% 380
2025
Q1 		$992K Buy
32,956
+23
+0.1% +$689 0.06% 322
2024
Q4 		$983K Buy
32,933
+1,866
+6% +$55.9K 0.06% 294
2024
Q3 		$941K Buy
31,067
+269
+0.9% +$8.07K 0.06% 280
2024
Q2 		$915K Buy
30,798
+578
+2% +$17.1K 0.06% 295
2024
Q1 		$900K Sell
30,220
-971
-3% -$28.9K 0.07% 263
2023
Q4 		$929K Sell
31,191
-124
-0.4% -$3.65K 0.07% 254
2023
Q3 		$918K Buy
31,315
+1,881
+6% +$55.2K 0.08% 241
2023
Q2 		$867K Buy
29,434
+657
+2% +$19.4K 0.08% 224
2023
Q1 		$853K Sell
28,777
-862
-3% -$25.4K 0.08% 233
2022
Q4 		$870K Buy
29,639
+808
+3% +$23.6K 0.09% 225
2022
Q3 		$842K Sell
28,831
-311
-1% -$9.23K 0.08% 235
2022
Q2 		$865K Buy
29,142
+325
+1% +$9.71K 0.09% 211
2022
Q1 		$868K Buy
28,817
+4,005
+16% +$122K 0.09% 223
2021
Q4 		$768K Sell
24,812
-1,640
-6% -$50.9K 0.07% 234
2021
Q3 		$826K Buy
26,452
+2,452
+10% +$76.7K 0.09% 215
2021
Q2 		$751K Buy
24,000
+1,187
+5% +$37.2K 0.08% 227
2021
Q1 		$714K Buy
22,813
+2,004
+10% +$62.8K 0.09% 238
2020
Q4 		$653K Buy
20,809
+6,519
+46% +$204K 0.09% 225
2020
Q3 		$448K Buy
+14,290
New +$448K 0.07% 251

Other funds holding SPSB

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

IFG Advisory's SPSB Position: Q1 2026 in Review

IFG Advisory reduced its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 96% in Q1 2026, selling an estimated $830K and leaving 1,000 shares worth $30.1K. The position accounts for 0.09% of the portfolio, ranked #166.

IFG Advisory first reported a position in SPSB in Q3 2020 and has held it in 23 quarters since. The position peaked at $992K in Q1 2025. 571 funds tracked by Wall St. Rank hold SPSB as of Q1 2026.

  • IFG Advisory held 1,000 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $30.1K as of Q1 2026.
  • IFG Advisory sold 27,499 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q1 2026, an estimated $830K.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.09% of IFG Advisory's portfolio in Q1 2026, its #166 holding.
  • IFG Advisory first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q3 2020 and has held it in 23 quarters since.
  • IFG Advisory's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $992K in Q1 2025.
  • 571 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2026.

Based on IFG Advisory's 13F filing for Q1 2026, filed 12 May 2026.