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Koss-Olinger Consulting’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Koss-Olinger Consulting’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 		$1.4M Buy
46,753
+8,918
+24% +$268K 0.11% 43
2026
Q1 		$1.14M Buy
+37,835
New +$1.14M 0.1% 82
2025
Q4 		– Sell
-29,627
Closed -$894K – 310
2025
Q3 		$894K Hold
29,627
– – 0.07% 130
2025
Q2 		$894K Buy
29,627
+13
+0% +$390 0.07% 130
2025
Q1 		$891K Buy
29,614
+1,261
+4% +$37.8K 0.08% 129
2024
Q4 		$847K Hold
28,353
– – 0.07% 102
2024
Q3 		$859K Hold
28,353
– – 0.07% 111
2024
Q2 		$842K Buy
+28,353
New +$840K 0.08% 110
2024
Q1 		– Sell
-25,199
Closed -$750K – 268
2023
Q4 		$750K Buy
25,199
+32
+0.1% +$942 0.07% 119
2023
Q3 		$738K Hold
25,167
– – 0.11% 104
2023
Q2 		$741K Sell
25,167
-477
-2% -$14.1K 0.09% 111
2023
Q1 		$760K Hold
25,644
– – 0.09% 106
2022
Q4 		$753K Sell
25,644
-3,101
-11% -$90.8K 0.11% 96
2022
Q3 		$840K Hold
28,745
– – 0.14% 66
2022
Q2 		$855K Buy
28,745
+59
+0.2% +$1.76K 0.16% 60
2022
Q1 		$864K Buy
28,686
+1,677
+6% +$51.2K 0.14% 67
2021
Q4 		$836K Buy
27,009
+1,006
+4% +$31.2K 0.13% 67
2021
Q3 		$813K Buy
26,003
+1,723
+7% +$53.9K 0.13% 74
2021
Q2 		$760K Buy
24,280
+10,113
+71% +$317K 0.11% 103
2021
Q1 		$444K Buy
+14,167
New +$444K 0.08% 138

Other funds holding SPSB

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Koss-Olinger Consulting's SPSB Position: Q2 2026 in Review

Koss-Olinger Consulting increased its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 24% in Q2 2026, buying an estimated $268K and bringing the position to 46,753 shares worth $1.4M. The position accounts for 0.11% of the portfolio, ranked #43.

Koss-Olinger Consulting first reported a position in SPSB in Q1 2021 and has held it in 20 quarters since. 571 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

  • Koss-Olinger Consulting held 46,753 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $1.4M as of Q2 2026.
  • Koss-Olinger Consulting bought 8,918 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2026, an estimated $268K.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.11% of Koss-Olinger Consulting's portfolio in Q2 2026, its #43 holding.
  • Koss-Olinger Consulting first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q1 2021 and has held it in 20 quarters since.
  • 571 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on Koss-Olinger Consulting's 13F filing for Q2 2026, filed 10 Aug 2026.