KDA
SPSB icon

Kraft Davis & Associates’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Kraft Davis & Associates’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 		$11.7M Sell
392,202
-10,570
-3% -$317K 2.45% 12
2026
Q1 		$12.1M Sell
402,772
-2,748
-0.7% -$83K 2.58% 12
2025
Q4 		$12.3M Buy
405,520
+4,427
+1% +$134K 2.75% 11
2025
Q3 		$12.1M Buy
401,093
+10,122
+3% +$305K 2.95% 8
2025
Q2 		$11.8M Buy
390,971
+11,726
+3% +$352K 3.23% 9
2025
Q1 		$11.4M Buy
379,245
+55,572
+17% +$1.66M 3.67% 6
2024
Q4 		$9.67M Buy
323,673
+106,743
+49% +$3.2M 2.76% 10
2024
Q3 		$6.51M Sell
216,930
-67,773
-24% -$2.03M 1.94% 17
2024
Q2 		$8.51M Buy
284,703
+12,970
+5% +$384K 2.58% 14
2024
Q1 		$19.9M Sell
271,733
-80,384
-23% -$2.39M 6% 1
2023
Q4 		$10.5M Sell
352,117
-22,525
-6% -$663K 3.15% 8
2023
Q3 		$10.9M Sell
374,642
-5,622
-1% -$165K 4.11% 5
2023
Q2 		$11.2M Buy
+380,264
New +$11.2M 3.87% 6
2022
Q4 		$8.7M Buy
+295,351
New +$8.64M 3.45% 9

Other funds holding SPSB

RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
CWM
Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return
QFA
Quattro Financial Advisors The Woodlands, Texas $468M AUM 13.49% 1-Year Est. Return
WFS
Walker Financial Services Bowling Green, Kentucky $323M AUM 8.03% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
SL
SWMG LLC Fort Worth, Texas $424M AUM 23.58% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
CM
Cornerstone Management Duluth, Georgia $695M AUM 12.92% 1-Year Est. Return

Kraft Davis & Associates's SPSB Position: Q2 2026 in Review

Kraft Davis & Associates reduced its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 2.6% in Q2 2026, selling an estimated $317K and leaving 392,202 shares worth $11.7M. The position accounts for 2.45% of the portfolio, ranked #12.

Kraft Davis & Associates first reported a position in SPSB in Q4 2022 and has held it in 14 quarters since. The position peaked at $19.9M in Q1 2024. 103 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

  • Kraft Davis & Associates held 392,202 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $11.7M as of Q2 2026.
  • Kraft Davis & Associates sold 10,570 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2026, an estimated $317K.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up 2.45% of Kraft Davis & Associates's portfolio in Q2 2026, its #12 holding.
  • Kraft Davis & Associates first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2022 and has held it in 14 quarters since.
  • Kraft Davis & Associates's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $19.9M in Q1 2024.
  • 103 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on Kraft Davis & Associates's 13F filing for Q2 2026, filed 9 Jul 2026.