Kestra Advisory Services’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Kestra Advisory Services’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	$1.38M	Sell	46,099 -13,265	-22%	-$398K	﹤0.01%	1603
2026 Q1	$1.79M	Sell	59,364 -31,825	-35%	-$961K	0.01%	1371
2025 Q4	$2.75M	Buy	91,189 +3,878	+4%	+$117K	0.01%	1037
2025 Q3	$2.64M	Sell	87,311 -6,631	-7%	-$200K	0.01%	1005
2025 Q2	$2.84M	Buy	93,942 +2,735	+3%	+$82.1K	0.01%	903
2025 Q1	$2.75M	Sell	91,207 -7,457	-8%	-$223K	0.01%	843
2024 Q4	$2.95M	Sell	98,664 -22,958	-19%	-$688K	0.02%	805
2024 Q3	$3.68M	Buy	121,622 +12,416	+11%	+$373K	0.02%	687
2024 Q2	$3.24M	Sell	109,206 -9,270	-8%	-$275K	0.02%	749
2024 Q1	$3.53M	Sell	118,476 -3,551	-3%	-$106K	0.02%	645
2023 Q4	$3.63M	Sell	122,027 -5,769	-5%	-$170K	0.03%	564
2023 Q3	$3.75M	Sell	127,796 -20,964	-14%	-$616K	0.04%	471
2023 Q2	$4.38M	Sell	148,760 -1,504	-1%	-$44.4K	0.04%	412
2023 Q1	$4.45M	Sell	150,264 -200,537	-57%	-$5.92M	0.05%	390
2022 Q4	$10.3M	Buy	350,801 +103,765	+42%	+$3.04M	0.09%	246
2022 Q3	$7.22M	Sell	247,036 -1,386	-0.6%	-$41.1K	0.08%	276
2022 Q2	$7.39M	Buy	248,422 +53,505	+27%	+$1.6M	0.08%	269
2022 Q1	$5.87M	Buy	194,917 +119,885	+160%	+$3.66M	0.06%	327
2021 Q4	$2.32M	Sell	75,032 -31,358	-29%	-$974K	0.02%	633
2021 Q3	$3.33M	Buy	106,390 +8,047	+8%	+$252K	0.03%	528
2021 Q2	$3.08M	Sell	98,343 -98,373	-50%	-$3.08M	0.03%	508
2021 Q1	$6.16M	Buy	196,716 +115,343	+142%	+$3.62M	0.08%	284
2020 Q4	$2.56M	Buy	81,373 +41,229	+103%	+$1.29M	0.03%	522
2020 Q3	$1.26M	Buy	+40,144	New	+$1.26M	0.02%	557

Other funds holding SPSB

RWM

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

AFG

Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return

SPIA

Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return

CWM

Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return

QFA

Quattro Financial Advisors The Woodlands, Texas $468M AUM 13.49% 1-Year Est. Return

HVIA

Hudson Valley Investment Advisors Goshen, New York $823M AUM 31.4% 1-Year Est. Return

CWP

Concord Wealth Partners Abingdon, Virginia $873M AUM 24.02% 1-Year Est. Return

CAMV

Concord Asset Management (Virginia) Abingdon, Virginia $646M AUM 25.36% 1-Year Est. Return

WFS

Walker Financial Services Bowling Green, Kentucky $323M AUM 8.03% 1-Year Est. Return

Kestra Advisory Services's SPSB Position: Q2 2026 in Review

Kestra Advisory Services reduced its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 22% in Q2 2026, selling an estimated $398K and leaving 46,099 shares worth $1.38M. The position accounts for ﹤0.01% of the portfolio, ranked #1603.

Kestra Advisory Services first reported a position in SPSB in Q3 2020 and has held it in 24 quarters since. The position peaked at $10.3M in Q4 2022. 222 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

Kestra Advisory Services held 46,099 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $1.38M as of Q2 2026.
Kestra Advisory Services sold 13,265 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2026, an estimated $398K.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1603 holding.
Kestra Advisory Services first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q3 2020 and has held it in 24 quarters since.
Kestra Advisory Services's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $10.3M in Q4 2022.
222 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.