Lido Advisors’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Lido Advisors’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	$1.44M	Sell	48,044 -2,786	-5%	-$83.6K	﹤0.01%	928
2026 Q1	$1.53M	Sell	50,830 -602	-1%	-$18.2K	﹤0.01%	792
2025 Q4	$1.56M	Buy	51,432 +1,615	+3%	+$48.8K	﹤0.01%	807
2025 Q3	$1.51M	Buy	49,817 +13,206	+36%	+$398K	﹤0.01%	778
2025 Q2	$1.11M	Sell	36,611 -9,197	-20%	-$276K	﹤0.01%	802
2025 Q1	$1.38M	Buy	45,808 +20,589	+82%	+$617K	0.01%	650
2024 Q4	$753K	Buy	+25,219	New	+$756K	﹤0.01%	868
2023 Q1	–	Sell	-19,068	Closed	-$560K	–	1241
2022 Q4	$560K	Buy	19,068 +7,582	+66%	+$222K	0.01%	552
2022 Q3	$335K	Sell	11,486 -892	-7%	-$26.5K	﹤0.01%	706
2022 Q2	$368K	Buy	+12,378	New	+$370K	﹤0.01%	643

Other funds holding SPSB

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Lido Advisors's SPSB Position: Q2 2026 in Review

Lido Advisors reduced its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 5.5% in Q2 2026, selling an estimated $83.6K and leaving 48,044 shares worth $1.44M. The position accounts for ﹤0.01% of the portfolio, ranked #928.

Lido Advisors first reported a position in SPSB in Q2 2022 and has held it in 10 quarters since. The position peaked at $1.56M in Q4 2025. 571 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

Lido Advisors held 48,044 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $1.44M as of Q2 2026.
Lido Advisors sold 2,786 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2026, an estimated $83.6K.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #928 holding.
Lido Advisors first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q2 2022 and has held it in 10 quarters since.
Lido Advisors's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $1.56M in Q4 2025.
571 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.