KMG Fiduciary Partners’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

KMG Fiduciary Partners’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	$2.44M	Buy	81,413 +872	+1%	+$26.2K	0.23%	85
2026 Q1	$2.42M	Buy	80,541 +3,977	+5%	+$120K	0.18%	125
2025 Q4	$2.31M	Buy	76,564 +4,862	+7%	+$147K	0.16%	121
2025 Q3	$2.17M	Sell	71,702 -2,867	-4%	-$86.5K	0.15%	132
2025 Q2	$2.25M	Buy	74,569 +3,076	+4%	+$92.3K	0.17%	125
2025 Q1	$2.15M	Sell	71,493 -4,217	-6%	-$126K	0.18%	127
2024 Q4	$2.26M	Buy	75,710 +8,895	+13%	+$267K	0.19%	116
2024 Q3	$2.02M	Buy	+66,815	New	+$2M	0.17%	119

Other funds holding SPSB

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

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

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

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

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

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

SWMG LLC Fort Worth, Texas $424M AUM 23.58% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Cornerstone Management Duluth, Georgia $695M AUM 12.92% 1-Year Est. Return