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Kraft Davis & Associates’s State Street SPDR Portfolio Short Term Corporate Bond Index 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
Q3 		$11.5M Sell
389,464
-2,738
-0.7% -$81.7K 2.44% 14
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 		$9.7M 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

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Valmark Advisers
Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
MCF Advisors
MCF Advisors Covington, Kentucky $2.81B AUM 12.54% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Rockwood Wealth Management
Rockwood Wealth Management New Hope, Pennsylvania $1.67B AUM 11.93% 1-Year Est. Return
Gemmer Asset Management
Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return
Rodgers & Associates
Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return
Arkansas Financial Group
Arkansas Financial Group Little Rock, Arkansas $751M AUM 9.21% 1-Year Est. Return

Kraft Davis & Associates's SPSB Position: Q3 2026 in Review

Kraft Davis & Associates reduced its State Street SPDR Portfolio Short Term Corporate Bond Index ETF (SPSB) stake by 0.7% in Q3 2026, selling an estimated $81.7K and leaving 389,464 shares worth $11.5M. The position accounts for 2.44% of the portfolio, ranked #14.

Kraft Davis & Associates first reported a position in SPSB in Q4 2022 and has held it in 15 quarters since. The position peaked at $19.9M in Q1 2024. 377 funds tracked by Wall St. Rank hold SPSB as of Q3 2026.

  • Kraft Davis & Associates held 389,464 shares of State Street SPDR Portfolio Short Term Corporate Bond Index ETF worth $11.5M as of Q3 2026.
  • Kraft Davis & Associates sold 2,738 State Street SPDR Portfolio Short Term Corporate Bond Index ETF shares in Q3 2026, an estimated $81.7K.
  • State Street SPDR Portfolio Short Term Corporate Bond Index ETF made up 2.44% of Kraft Davis & Associates's portfolio in Q3 2026, its #14 holding.
  • Kraft Davis & Associates first reported a position in State Street SPDR Portfolio Short Term Corporate Bond Index ETF in Q4 2022 and has held it in 15 quarters since.
  • Kraft Davis & Associates's State Street SPDR Portfolio Short Term Corporate Bond Index ETF position peaked at $19.9M in Q1 2024.
  • 377 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond Index ETF as of Q3 2026.

Based on Kraft Davis & Associates's 13F filing for Q3 2026, filed 21 Oct 2026.