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

Independent Financial Group’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	$1.17M	Buy	39,131 +3,212	+9%	+$96.4K	0.02%	624
2026 Q1	$1.08M	Sell	35,919 -468	-1%	-$14.1K	0.02%	603
2025 Q4	$1.1M	Sell	36,387 -1,438	-4%	-$43.5K	0.02%	585
2025 Q3	$1.15M	Buy	37,825 +805	+2%	+$24.3K	0.03%	561
2025 Q2	$1.12M	Buy	37,020 +7,909	+27%	+$237K	0.03%	512
2025 Q1	$876K	Sell	29,111 -3,855	-12%	-$115K	0.03%	515
2024 Q4	$984K	Buy	32,966 +3,372	+11%	+$101K	0.03%	482
2024 Q3	$896K	Buy	29,594 +17,297	+141%	+$519K	0.03%	473
2024 Q2	$365K	Buy	+12,297	New	+$364K	0.01%	747

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 Financial Group's SPSB Position: Q2 2026 in Review

Independent Financial Group increased its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 8.9% in Q2 2026, buying an estimated $96.4K and bringing the position to 39,131 shares worth $1.17M. The position accounts for 0.02% of the portfolio, ranked #624.

Independent Financial Group first reported a position in SPSB in Q2 2024 and has held it in 9 quarters since. 572 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

Independent Financial Group held 39,131 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $1.17M as of Q2 2026.
Independent Financial Group bought 3,212 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2026, an estimated $96.4K.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.02% of Independent Financial Group's portfolio in Q2 2026, its #624 holding.
Independent Financial Group first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q2 2024 and has held it in 9 quarters since.
572 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.