Independent Advisor Alliance’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Independent Advisor Alliance’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	–	Sell	-188,352	Closed	-$5.66M	–	1552
2026 Q1	$5.66M	Buy	+188,352	New	+$5.69M	0.06%	285
2025 Q1	–	Sell	-249,949	Closed	-$7.46M	–	1297
2024 Q4	$7.46M	Buy	+249,949	New	+$7.49M	0.1%	201
2020 Q1	–	Sell	-27,050	Closed	-$834K	–	802
2019 Q4	$834K	Buy	+27,050	New	+$834K	0.04%	413

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

Independent Advisor Alliance's SPSB Position: Q2 2026 in Review

Independent Advisor Alliance sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q2 2026, closing a stake of 188,352 shares — an estimated $5.66M sold.

Independent Advisor Alliance first reported a position in SPSB in Q4 2019 and held it in 3 quarters. The position peaked at $7.46M in Q4 2024. 572 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

Independent Advisor Alliance reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 188,352 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2026, an estimated $5.66M.
Independent Advisor Alliance first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2019 and held it in 3 quarters.
Independent Advisor Alliance's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $7.46M in Q4 2024.
572 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.