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SPSB icon

LRI Investments’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

LRI Investments’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 		$34.1K Sell
1,136
-33
-3% -$990 ﹤0.01% 625
2026
Q1 		$35.2K Sell
1,169
-34
-3% -$1.03K ﹤0.01% 574
2025
Q4 		$36.3K Sell
1,203
-1,053
-47% -$31.8K ﹤0.01% 597
2025
Q3 		$68.3K Hold
2,256
– – 0.01% 494
2025
Q2 		$68.1K Sell
2,256
-33
-1% -$990 0.01% 498
2025
Q1 		$68.9K Buy
2,289
+335
+17% +$10K 0.01% 486
2024
Q4 		$58.3K Hold
1,954
– – 0.01% 510
2024
Q3 		$58.4K Hold
1,954
– – 0.01% 494
2024
Q2 		$58K Hold
1,954
– – 0.01% 462
2024
Q1 		$58.2K Buy
+1,954
New +$58.1K 0.01% 255

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

LRI Investments's SPSB Position: Q2 2026 in Review

LRI Investments reduced its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 2.8% in Q2 2026, selling an estimated $990 and leaving 1,136 shares worth $34.1K. The position accounts for ﹤0.01% of the portfolio, ranked #625.

LRI Investments first reported a position in SPSB in Q1 2024 and has held it in 10 quarters since. The position peaked at $68.9K in Q1 2025. 270 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

  • LRI Investments held 1,136 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $34.1K as of Q2 2026.
  • LRI Investments sold 33 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2026, an estimated $990.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #625 holding.
  • LRI Investments first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • LRI Investments's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $68.9K in Q1 2025.
  • 270 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.