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Joel Greenblatt’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Joel Greenblatt’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 		$4.99M Hold
166,116
– – 0.01% 946
2026
Q1 		$5M Hold
166,116
– – 0.02% 871
2025
Q4 		$5.02M Hold
166,116
– – 0.02% 811
2025
Q3 		$5.03M Buy
+166,116
New +$5.01M 0.02% 776

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

Joel Greenblatt's SPSB Position: Q2 2026 in Review

Joel Greenblatt held its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) position steady in Q2 2026 at 166,116 shares worth $4.99M. The position accounts for 0.01% of the portfolio, ranked #946.

Joel Greenblatt first reported a position in SPSB in Q3 2025 and has held it in 4 quarters since. The position peaked at $5.03M in Q3 2025. 572 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

  • Joel Greenblatt held 166,116 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $4.99M as of Q2 2026.
  • Joel Greenblatt 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 Joel Greenblatt's portfolio in Q2 2026, its #946 holding.
  • Joel Greenblatt 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.
  • Joel Greenblatt's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $5.03M in Q3 2025.
  • 572 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on Gotham Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.