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

Keener Financial Planning’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	$207K	Buy	6,916 +156	+2%	+$4.68K	0.07%	58
2026 Q1	$203K	Buy	+6,760	New	+$204K	0.09%	57
2025 Q4	–	Sell	-7,800	Closed	-$236K	–	185
2025 Q3	$236K	Buy	7,800 +292	+4%	+$8.81K	0.11%	45
2025 Q2	$226K	Sell	7,508 -1,142	-13%	-$34.3K	0.11%	47
2025 Q1	$260K	Sell	8,650 -213	-2%	-$6.38K	0.17%	34
2024 Q4	$264K	Buy	8,863 +886	+11%	+$26.6K	0.16%	37
2024 Q3	$241K	Buy	7,977 +4,695	+143%	+$141K	0.16%	38
2024 Q2	$97K	Buy	3,282 +936	+40%	+$27.7K	0.06%	63
2024 Q1	$70K	Buy	2,346 +971	+71%	+$28.9K	0.05%	81
2023 Q4	$41K	Buy	+1,375	New	+$40.5K	0.03%	104

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

Keener Financial Planning's SPSB Position: Q2 2026 in Review

Keener Financial Planning increased its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 2.3% in Q2 2026, buying an estimated $4.68K and bringing the position to 6,916 shares worth $207K. The position accounts for 0.07% of the portfolio, ranked #58.

Keener Financial Planning first reported a position in SPSB in Q4 2023 and has held it in 10 quarters since. The position peaked at $264K in Q4 2024. 574 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

Keener Financial Planning held 6,916 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $207K as of Q2 2026.
Keener Financial Planning bought 156 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2026, an estimated $4.68K.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.07% of Keener Financial Planning's portfolio in Q2 2026, its #58 holding.
Keener Financial Planning first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2023 and has held it in 10 quarters since.
Keener Financial Planning's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $264K in Q4 2024.
574 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on Keener Financial Planning's 13F filing for Q2 2026, filed 31 Jul 2026.