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Lee, Danner & Bass’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Lee, Danner & Bass’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 		$398K Hold
13,250
– – 0.02% 204
2026
Q1 		$398K Hold
13,250
– – 0.03% 199
2025
Q4 		$400K Hold
13,250
– – 0.03% 189
2025
Q3 		$401K Hold
13,250
– – 0.03% 189
2025
Q2 		$400K Hold
13,250
– – 0.03% 184
2025
Q1 		$399K Hold
13,250
– – 0.03% 184
2024
Q4 		$396K Buy
+13,250
New +$397K 0.03% 187

Other funds holding SPSB

RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
AFG
Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 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
HVIA
Hudson Valley Investment Advisors Goshen, New York $823M AUM 31.4% 1-Year Est. Return
CWP
Concord Wealth Partners Abingdon, Virginia $873M AUM 24.02% 1-Year Est. Return
CAMV
Concord Asset Management (Virginia) Abingdon, Virginia $646M AUM 25.36% 1-Year Est. Return
WFS
Walker Financial Services Bowling Green, Kentucky $323M AUM 8.03% 1-Year Est. Return

Lee, Danner & Bass's SPSB Position: Q2 2026 in Review

Lee, Danner & Bass held its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) position steady in Q2 2026 at 13,250 shares worth $398K. The position accounts for 0.02% of the portfolio, ranked #204.

Lee, Danner & Bass first reported a position in SPSB in Q4 2024 and has held it in 7 quarters since. The position peaked at $401K in Q3 2025. 239 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

  • Lee, Danner & Bass held 13,250 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $398K as of Q2 2026.
  • Lee, Danner & Bass left its State Street SPDR Portfolio Short Term Corporate Bond ETF share count unchanged in Q2 2026.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.02% of Lee, Danner & Bass's portfolio in Q2 2026, its #204 holding.
  • Lee, Danner & Bass first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Lee, Danner & Bass's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $401K in Q3 2025.
  • 239 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on Lee, Danner & Bass's 13F filing for Q2 2026, filed 21 Jul 2026.