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Larry Mathis Financial Planning’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Larry Mathis Financial Planning’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 		– Sell
-9,357
Closed -$281K – 182
2026
Q1 		$281K Buy
9,357
+909
+11% +$27.4K 0.25% 114
2025
Q4 		$255K Buy
+8,448
New +$255K 0.23% 126

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

Larry Mathis Financial Planning's SPSB Position: Q2 2026 in Review

Larry Mathis Financial Planning sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q2 2026, closing a stake of 9,357 shares — an estimated $281K sold.

Larry Mathis Financial Planning first reported a position in SPSB in Q4 2025 and held it in 2 quarters. The position peaked at $281K in Q1 2026. 571 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

  • Larry Mathis Financial Planning reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Larry Mathis Financial Planning sold 9,357 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2026, an estimated $281K.
  • Larry Mathis Financial Planning first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2025 and held it in 2 quarters.
  • Larry Mathis Financial Planning's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $281K in Q1 2026.
  • 571 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on Larry Mathis Financial Planning's 13F filing for Q2 2026, filed 17 Jul 2026.