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M Holdings Securities’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

M Holdings Securities’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 		$1.62M Buy
53,982
+146
+0.3% +$4.38K 0.22% 73
2026
Q1 		$1.61M Sell
53,836
-19,667
-27% -$594K 0.11% 154
2025
Q4 		$2.22M Buy
73,503
+17,009
+30% +$514K 0.16% 116
2025
Q3 		$1.71M Sell
56,494
-478,414
-89% -$14.4M 0.36% 38
2025
Q2 		$16.1M Buy
534,908
+23,050
+5% +$692K 2.77% 6
2025
Q1 		$15.4M Buy
511,858
+27,268
+6% +$817K 2.56% 6
2024
Q4 		$14.5M Buy
484,590
+18,543
+4% +$556K 2.33% 9
2024
Q3 		$14.1M Sell
466,047
-8,188
-2% -$246K 3.55% 5
2024
Q2 		$14.1M Buy
474,235
+77,896
+20% +$2.31M 1.83% 13
2024
Q1 		$11.8M Buy
396,339
+13,708
+4% +$408K 1.98% 9
2023
Q4 		$11.4M Sell
382,631
-1,980
-0.5% -$58.3K 1.29% 18
2023
Q3 		$11.3M Buy
384,611
+321,344
+508% +$9.44M 1.49% 15
2023
Q2 		$1.86M Sell
63,267
-300,989
-83% -$8.89M 0.38% 36
2023
Q1 		$10.8M Sell
364,256
-22,398
-6% -$661K 1.12% 17
2022
Q4 		$11.4M Sell
386,654
-26,781
-6% -$784K 1.2% 19
2022
Q3 		$12.1M Sell
413,435
-104,654
-20% -$3.11M 1.34% 16
2022
Q2 		$15.4M Sell
518,089
-250,394
-33% -$7.48M 1.56% 12
2022
Q1 		$23.2M Buy
+768,483
New +$23.4M 1.75% 9
2021
Q2 		$20.9M Buy
667,651
+99,524
+18% +$3.12M 2.04% 7
2021
Q1 		$17.8M Buy
568,127
+67,567
+13% +$2.12M 1.62% 8
2020
Q4 		$15.7M Buy
500,560
+39,164
+8% +$1.23M 2.01% 7
2020
Q3 		$14.5M Buy
461,396
+47,967
+12% +$1.5M 2.31% 7
2020
Q2 		$13M Buy
413,429
+223,617
+118% +$6.93M 2.32% 7
2020
Q1 		$5.74M Buy
+189,812
New +$5.8M 0.85% 25

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

M Holdings Securities's SPSB Position: Q2 2026 in Review

M Holdings Securities increased its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 0.27% in Q2 2026, buying an estimated $4.38K and bringing the position to 53,982 shares worth $1.62M. The position accounts for 0.22% of the portfolio, ranked #73.

M Holdings Securities first reported a position in SPSB in Q1 2020 and has held it in 24 quarters since. The position peaked at $23.2M in Q1 2022. 571 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

  • M Holdings Securities held 53,982 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $1.62M as of Q2 2026.
  • M Holdings Securities bought 146 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2026, an estimated $4.38K.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.22% of M Holdings Securities's portfolio in Q2 2026, its #73 holding.
  • M Holdings Securities first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q1 2020 and has held it in 24 quarters since.
  • M Holdings Securities's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $23.2M in Q1 2022.
  • 571 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on M Holdings Securities's 13F filing for Q2 2026, filed 11 Aug 2026.