Lee, Danner & Bass’s State Street SPDR Portfolio Short Term Corporate Bond Index 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 Q3	$392K	Hold	13,250	–	–	0.02%	203
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

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

MCF Advisors Covington, Kentucky $2.81B AUM 12.54% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Rockwood Wealth Management New Hope, Pennsylvania $1.67B AUM 11.93% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

Arkansas Financial Group Little Rock, Arkansas $751M AUM 9.21% 1-Year Est. Return

Lee, Danner & Bass's SPSB Position: Q3 2026 in Review

Lee, Danner & Bass held its State Street SPDR Portfolio Short Term Corporate Bond Index ETF (SPSB) position steady in Q3 2026 at 13,250 shares worth $392K. The position accounts for 0.02% of the portfolio, ranked #203.

Lee, Danner & Bass first reported a position in SPSB in Q4 2024 and has held it in 8 quarters since. The position peaked at $401K in Q3 2025. 343 funds tracked by Wall St. Rank hold SPSB as of Q3 2026.

Lee, Danner & Bass held 13,250 shares of State Street SPDR Portfolio Short Term Corporate Bond Index ETF worth $392K as of Q3 2026.
Lee, Danner & Bass left its State Street SPDR Portfolio Short Term Corporate Bond Index ETF share count unchanged in Q3 2026.
State Street SPDR Portfolio Short Term Corporate Bond Index ETF made up 0.02% of Lee, Danner & Bass's portfolio in Q3 2026, its #203 holding.
Lee, Danner & Bass first reported a position in State Street SPDR Portfolio Short Term Corporate Bond Index ETF in Q4 2024 and has held it in 8 quarters since.
Lee, Danner & Bass's State Street SPDR Portfolio Short Term Corporate Bond Index ETF position peaked at $401K in Q3 2025.
343 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond Index ETF as of Q3 2026.

Based on Lee, Danner & Bass's 13F filing for Q3 2026, filed 27 Oct 2026.