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

Key Financial Inc’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	–	Sell	-15,690	Closed	-$474K	–	1465
2025 Q4	$474K	Hold	15,690	–	–	0.09%	178
2025 Q3	$474K	Hold	15,690	–	–	0.09%	173
2025 Q2	$474K	Hold	15,690	–	–	0.1%	169
2025 Q1	$472K	Buy	15,690 +14,990	+2,141%	+$449K	0.1%	162
2024 Q4	$20.9K	Hold	700	–	–	﹤0.01%	647
2024 Q3	$21.2K	Hold	700	–	–	﹤0.01%	644
2024 Q2	$20.8K	Hold	700	–	–	0.01%	630
2024 Q1	$20.8K	Hold	700	–	–	0.01%	604
2023 Q4	$20.8K	Hold	700	–	–	0.01%	580
2023 Q3	$20.5K	Sell	700 -301	-30%	-$8.84K	0.01%	562
2023 Q2	$29.5K	Hold	1,001	–	–	0.01%	492
2023 Q1	$29.7K	Buy	1,001 +700	+233%	+$20.6K	0.01%	464
2022 Q4	$8.79K	Hold	301	–	–	﹤0.01%	658
2022 Q3	$9K	Buy	+301	New	+$8.94K	﹤0.01%	662

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

Key Financial Inc's SPSB Position: Q1 2026 in Review

Key Financial Inc sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q1 2026, closing a stake of 15,690 shares — an estimated $474K sold.

Key Financial Inc first reported a position in SPSB in Q3 2022 and held it in 14 quarters. The position peaked at $474K in Q3 2025. 570 funds tracked by Wall St. Rank hold SPSB as of Q1 2026.

Key Financial Inc reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
Key Financial Inc sold 15,690 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q1 2026, an estimated $474K.
Key Financial Inc first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q3 2022 and held it in 14 quarters.
Key Financial Inc's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $474K in Q3 2025.
570 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.