Investment Management Trust’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Investment Management Trust’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	$592K	Sell	19,716 -933	-5%	-$28K	0.53%	43
2026 Q1	$621K	Buy	+20,649	New	+$623K	0.61%	36

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

Investment Management Trust's SPSB Position: Q2 2026 in Review

Investment Management Trust reduced its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 4.5% in Q2 2026, selling an estimated $28K and leaving 19,716 shares worth $592K. The position accounts for 0.53% of the portfolio, ranked #43.

Investment Management Trust first reported a position in SPSB in Q1 2026 and has held it in 2 quarters since. The position peaked at $621K in Q1 2026. 572 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

Investment Management Trust held 19,716 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $592K as of Q2 2026.
Investment Management Trust sold 933 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2026, an estimated $28K.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.53% of Investment Management Trust's portfolio in Q2 2026, its #43 holding.
Investment Management Trust first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q1 2026 and has held it in 2 quarters since.
Investment Management Trust's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $621K in Q1 2026.
572 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on Investment Management Trust's 13F filing for Q2 2026, filed 11 Aug 2026.