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

Kestra Investment Management’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	$770K	Buy	25,662 +10,398	+68%	+$312K	0.01%	267
2026 Q1	$459K	Sell	15,264 -383	-2%	-$11.6K	0.01%	299
2025 Q4	$473K	Buy	15,647 +114	+0.7%	+$3.44K	0.01%	289
2025 Q3	$470K	Sell	15,533 -13,908	-47%	-$420K	0.01%	283
2025 Q2	$888K	Buy	29,441 +15,681	+114%	+$470K	0.01%	297
2025 Q1	$414K	Buy	13,760 +5,452	+66%	+$163K	0.01%	287
2024 Q4	$248K	Sell	8,308 -720	-8%	-$21.6K	0.01%	323
2024 Q3	$273K	Buy	+9,028	New	+$271K	0.01%	280

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

Kestra Investment Management's SPSB Position: Q2 2026 in Review

Kestra Investment Management increased its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 68% in Q2 2026, buying an estimated $312K and bringing the position to 25,662 shares worth $770K. The position accounts for 0.01% of the portfolio, ranked #267.

Kestra Investment Management first reported a position in SPSB in Q3 2024 and has held it in 8 quarters since. The position peaked at $888K in Q2 2025. 572 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

Kestra Investment Management held 25,662 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $770K as of Q2 2026.
Kestra Investment Management bought 10,398 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2026, an estimated $312K.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.01% of Kestra Investment Management's portfolio in Q2 2026, its #267 holding.
Kestra Investment Management first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q3 2024 and has held it in 8 quarters since.
Kestra Investment Management's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $888K in Q2 2025.
572 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.