J. Safra Sarasin Holding’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

J. Safra Sarasin Holding’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	$233K	Hold	7,754	–	–	﹤0.01%	706
2026 Q1	$233K	Hold	7,754	–	–	﹤0.01%	515
2025 Q4	$234K	Hold	7,754	–	–	﹤0.01%	485
2025 Q3	$235K	Hold	7,754	–	–	﹤0.01%	461
2025 Q2	$234K	Hold	7,754	–	–	﹤0.01%	461
2025 Q1	$233K	Hold	7,754	–	–	﹤0.01%	460
2024 Q4	$232K	Hold	7,754	–	–	﹤0.01%	450
2024 Q3	$235K	Hold	7,754	–	–	﹤0.01%	426
2024 Q2	$230K	Buy	+7,754	New	+$230K	﹤0.01%	442

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

J. Safra Sarasin Holding's SPSB Position: Q2 2026 in Review

J. Safra Sarasin Holding held its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) position steady in Q2 2026 at 7,754 shares worth $233K. The position accounts for ﹤0.01% of the portfolio, ranked #706.

J. Safra Sarasin Holding first reported a position in SPSB in Q2 2024 and has held it in 9 quarters since. The position peaked at $235K in Q3 2025. 571 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

J. Safra Sarasin Holding held 7,754 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $233K as of Q2 2026.
J. Safra Sarasin Holding left its State Street SPDR Portfolio Short Term Corporate Bond ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up ﹤0.01% of J. Safra Sarasin Holding's portfolio in Q2 2026, its #706 holding.
J. Safra Sarasin Holding 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.
J. Safra Sarasin Holding's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $235K in Q3 2025.
571 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on J. Safra Sarasin Holding's 13F filing for Q2 2026, filed 31 Jul 2026.