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

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 22.9% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

KMG Fiduciary Partners's SPSB Position: Q2 2026 in Review

KMG Fiduciary Partners increased its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 1.1% in Q2 2026, buying an estimated $26.2K and bringing the position to 81,413 shares worth $2.44M. The position accounts for 0.23% of the portfolio, ranked #85.

KMG Fiduciary Partners first reported a position in SPSB in Q3 2024 and has held it in 8 quarters since. 577 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

KMG Fiduciary Partners held 81,413 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $2.44M as of Q2 2026.
KMG Fiduciary Partners bought 872 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2026, an estimated $26.2K.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.23% of KMG Fiduciary Partners's portfolio in Q2 2026, its #85 holding.
KMG Fiduciary Partners 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.
577 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on KMG Fiduciary Partners's 13F filing for Q2 2026, filed 9 Jul 2026.