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

James Investment Research’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 		$1.55M Sell
51,559
-2,312
-4% -$69.4K 0.16% 134
2026
Q1 		$1.62M Sell
53,871
-2,000
-4% -$60.4K 0.18% 124
2025
Q4 		$1.69M Buy
55,871
+4,060
+8% +$123K 0.18% 110
2025
Q3 		$1.57M Hold
51,811
– – 0.17% 115
2025
Q2 		$1.56M Hold
51,811
– – 0.19% 116
2025
Q1 		$1.56M Buy
51,811
+700
+1% +$21K 0.2% 113
2024
Q4 		$1.53M Sell
51,111
-2,700
-5% -$80.9K 0.18% 115
2024
Q3 		$1.63M Sell
53,811
-2,000
-4% -$60K 0.19% 119
2024
Q2 		$1.66M Sell
55,811
-1,503
-3% -$44.5K 0.2% 111
2024
Q1 		$1.71M Buy
57,314
+2,400
+4% +$71.4K 0.2% 117
2023
Q4 		$1.64M Sell
54,914
-27,300
-33% -$803K 0.21% 110
2023
Q3 		$2.41M Hold
82,214
– – 0.32% 88
2023
Q2 		$2.42M Sell
82,214
-6,581
-7% -$194K 0.31% 87
2023
Q1 		$2.63M Sell
88,795
-7,683
-8% -$227K 0.35% 87
2022
Q4 		$2.83M Sell
96,478
-19,460
-17% -$570K 0.4% 77
2022
Q3 		$3.39M Hold
115,938
– – 0.48% 69
2022
Q2 		$3.45M Sell
115,938
-7,725
-6% -$231K 0.46% 68
2022
Q1 		$3.73M Sell
123,663
-17,900
-13% -$546K 0.39% 77
2021
Q4 		$4.38M Buy
141,563
+41,500
+41% +$1.29M 0.4% 74
2021
Q3 		$3.13M Buy
100,063
+2,000
+2% +$62.5K 0.29% 91
2021
Q2 		$3.07M Sell
98,063
-300
-0.3% -$9.39K 0.26% 100
2021
Q1 		$3.08M Sell
98,363
-20,900
-18% -$655K 0.28% 101
2020
Q4 		$3.75M Sell
119,263
-54,300
-31% -$1.7M 0.34% 91
2020
Q3 		$5.45M Buy
173,563
+10,700
+7% +$336K 0.5% 62
2020
Q2 		$5.1M Buy
+162,863
New +$5.05M 0.48% 68

Other funds holding SPSB

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

James Investment Research's SPSB Position: Q2 2026 in Review

James Investment Research reduced its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 4.3% in Q2 2026, selling an estimated $69.4K and leaving 51,559 shares worth $1.55M. The position accounts for 0.16% of the portfolio, ranked #134.

James Investment Research first reported a position in SPSB in Q2 2020 and has held it in 25 quarters since. The position peaked at $5.45M in Q3 2020. 572 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

  • James Investment Research held 51,559 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $1.55M as of Q2 2026.
  • James Investment Research sold 2,312 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2026, an estimated $69.4K.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.16% of James Investment Research's portfolio in Q2 2026, its #134 holding.
  • James Investment Research first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q2 2020 and has held it in 25 quarters since.
  • James Investment Research's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $5.45M in Q3 2020.
  • 572 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on James Investment Research's 13F filing for Q2 2026, filed 24 Jul 2026.