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Leavell Investment Management’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Leavell Investment Management’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 		$1.26M Buy
42,089
+3,924
+10% +$118K 0.05% 291
2026
Q1 		$1.15M Buy
38,165
+21,935
+135% +$662K 0.05% 289
2025
Q4 		$490K Buy
16,230
+4,600
+40% +$139K 0.02% 414
2025
Q3 		$352K Buy
11,630
+1,755
+18% +$52.9K 0.01% 478
2025
Q2 		$298K Buy
+9,875
New +$296K 0.01% 489

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

Leavell Investment Management's SPSB Position: Q2 2026 in Review

Leavell Investment Management increased its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 10% in Q2 2026, buying an estimated $118K and bringing the position to 42,089 shares worth $1.26M. The position accounts for 0.05% of the portfolio, ranked #291.

Leavell Investment Management first reported a position in SPSB in Q2 2025 and has held it in 5 quarters since. 571 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

  • Leavell Investment Management held 42,089 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $1.26M as of Q2 2026.
  • Leavell Investment Management bought 3,924 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2026, an estimated $118K.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.05% of Leavell Investment Management's portfolio in Q2 2026, its #291 holding.
  • Leavell Investment Management first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q2 2025 and has held it in 5 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 Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.