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Larson Financial Group’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Larson Financial Group’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
Q1 		$524K Sell
17,434
-8,873
-34% -$268K 0.02% 466
2025
Q4 		$794K Sell
26,307
-1,570
-6% -$47.4K 0.03% 351
2025
Q3 		$844K Sell
27,877
-6,542
-19% -$197K 0.03% 344
2025
Q2 		$1.04M Sell
34,419
-8,242
-19% -$247K 0.04% 287
2025
Q1 		$1.28M Sell
42,661
-6,027
-12% -$181K 0.06% 237
2024
Q4 		$1.45M Sell
48,688
-7,654
-14% -$229K 0.08% 204
2024
Q3 		$1.71M Sell
56,342
-3,465
-6% -$104K 0.1% 181
2024
Q2 		$1.78M Sell
59,807
-8,271
-12% -$245K 0.12% 145
2024
Q1 		$2.03M Sell
68,078
-4,419
-6% -$131K 0.16% 121
2023
Q4 		$2.16M Sell
72,497
-2,632
-4% -$77.5K 0.19% 95
2023
Q3 		$2.2M Sell
75,129
-3,676
-5% -$108K 0.22% 91
2023
Q2 		$2.32M Sell
78,805
-1,963
-2% -$58K 0.23% 82
2023
Q1 		$2.39M Sell
80,768
-1,958
-2% -$57.8K 0.26% 76
2022
Q4 		$2.43M Sell
82,726
-35,826
-30% -$1.05M 0.29% 71
2022
Q3 		$3.46M Sell
118,552
-733
-0.6% -$21.8K 0.49% 39
2022
Q2 		$3.55M Buy
119,285
+1,222
+1% +$36.5K 0.61% 33
2022
Q1 		$3.56M Buy
118,063
+437
+0.4% +$13.3K 0.57% 35
2021
Q4 		$3.64M Sell
117,626
-1,133
-1% -$35.2K 0.58% 36
2021
Q3 		$3.71M Sell
118,759
-1,544
-1% -$48.3K 0.74% 28
2021
Q2 		$3.77M Sell
120,303
-3,603
-3% -$113K 0.87% 25
2021
Q1 		$3.88M Sell
123,906
-3,175
-2% -$99.5K 1.14% 21
2020
Q4 		$3.99M Sell
127,081
-13,434
-10% -$421K 1.36% 20
2020
Q3 		$4.41M Sell
140,515
-15,756
-10% -$494K 1.81% 16
2020
Q2 		$4.9M Buy
156,271
+24,119
+18% +$748K 2.33% 14
2020
Q1 		$4M Sell
132,152
-24,343
-16% -$744K 2.5% 13
2019
Q4 		$4.83M Buy
156,495
+22,061
+16% +$680K 2.78% 13
2019
Q3 		$4.15M Sell
134,434
-9,499
-7% -$292K 2.71% 12
2019
Q2 		$4.43M Buy
143,933
+15,452
+12% +$472K 3.29% 11
2019
Q1 		$3.92M Buy
128,481
+23,652
+23% +$718K 3.11% 11
2018
Q4 		$3.16M Sell
104,829
-4,086
-4% -$123K 2.92% 11
2018
Q3 		$3.29M Buy
108,915
+7,028
+7% +$212K 3.76% 9
2018
Q2 		$3.07M Buy
101,887
+11,996
+13% +$362K 3.54% 10
2018
Q1 		$2.71M Buy
89,891
+52,679
+142% +$1.59M 3.19% 10
2017
Q4 		$1.13M Buy
+37,212
New +$1.14M 0.95% 20

Other funds holding SPSB

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Larson Financial Group's SPSB Position: Q1 2026 in Review

Larson Financial Group reduced its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 34% in Q1 2026, selling an estimated $268K and leaving 17,434 shares worth $524K. The position accounts for 0.02% of the portfolio, ranked #466.

Larson Financial Group first reported a position in SPSB in Q4 2017 and has held it in 34 quarters since. The position peaked at $4.9M in Q2 2020. 570 funds tracked by Wall St. Rank hold SPSB as of Q1 2026.

  • Larson Financial Group held 17,434 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $524K as of Q1 2026.
  • Larson Financial Group sold 8,873 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q1 2026, an estimated $268K.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.02% of Larson Financial Group's portfolio in Q1 2026, its #466 holding.
  • Larson Financial Group first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2017 and has held it in 34 quarters since.
  • Larson Financial Group's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $4.9M in Q2 2020.
  • 570 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.