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 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 $147B AUM 18.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Keener Financial Planning's SPSB Position: Q1 2026 in Review

Keener Financial Planning opened a new position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q1 2026: 6,760 shares worth $203K. The stake represents 0.09% of the portfolio and ranks #57 among its holdings. This is a return to the name: Keener Financial Planning previously reported a position in SPSB as recently as Q3 2025.

Keener Financial Planning first reported a position in SPSB in Q4 2023 and has held it in 9 quarters since. The position peaked at $264K in Q4 2024. 571 funds tracked by Wall St. Rank hold SPSB as of Q1 2026.

Keener Financial Planning held 6,760 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $203K as of Q1 2026.
State Street SPDR Portfolio Short Term Corporate Bond ETF was a new Keener Financial Planning position in Q1 2026.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.09% of Keener Financial Planning's portfolio in Q1 2026, its #57 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 9 quarters since.
Keener Financial Planning's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $264K in Q4 2024.
571 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2026.

Based on Keener Financial Planning's 13F filing for Q1 2026, filed 1 May 2026.