IF
SPSB icon

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

Intrua Financial’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 		$686K Sell
22,848
-1,278
-5% -$38.4K 0.06% 220
2026
Q1 		$725K Sell
24,126
-4,607
-16% -$139K 0.07% 193
2025
Q4 		$868K Buy
28,733
+318
+1% +$9.61K 0.09% 171
2025
Q3 		$861K Buy
+28,415
New +$857K 0.09% 173

Other funds holding SPSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
AFG
Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
CWM
Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return
QFA
Quattro Financial Advisors The Woodlands, Texas $468M AUM 13.49% 1-Year Est. Return
HVIA
Hudson Valley Investment Advisors Goshen, New York $823M AUM 31.4% 1-Year Est. Return
CWP
Concord Wealth Partners Abingdon, Virginia $873M AUM 24.02% 1-Year Est. Return

Intrua Financial's SPSB Position: Q2 2026 in Review

Intrua Financial reduced its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 5.3% in Q2 2026, selling an estimated $38.4K and leaving 22,848 shares worth $686K. The position accounts for 0.06% of the portfolio, ranked #220.

Intrua Financial first reported a position in SPSB in Q3 2025 and has held it in 4 quarters since. The position peaked at $868K in Q4 2025. 303 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

  • Intrua Financial held 22,848 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $686K as of Q2 2026.
  • Intrua Financial sold 1,278 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2026, an estimated $38.4K.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.06% of Intrua Financial's portfolio in Q2 2026, its #220 holding.
  • Intrua Financial first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Intrua Financial's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $868K in Q4 2025.
  • 303 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on Intrua Financial's 13F filing for Q2 2026, filed 24 Jul 2026.