MAI Capital Management’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

MAI Capital Management’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	–	Sell	-970	Closed	-$29.2K	–	4365
2026 Q1	$29.2K	Buy	970 +4	+0.4%	+$121	﹤0.01%	2571
2025 Q4	$29.2K	Buy	966 +603	+166%	+$18.2K	﹤0.01%	2318
2025 Q3	$11K	Buy	363 +187	+106%	+$5.64K	﹤0.01%	2708
2025 Q2	$5.31K	Buy	+176	New	+$5.28K	﹤0.01%	3024
2025 Q1	–	Sell	-791	Closed	-$23.6K	–	3566
2024 Q4	$23.6K	Buy	+791	New	+$23.7K	﹤0.01%	2147

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

MAI Capital Management's SPSB Position: Q2 2026 in Review

MAI Capital Management sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q2 2026, closing a stake of 970 shares — an estimated $29.2K sold.

MAI Capital Management first reported a position in SPSB in Q4 2024 and held it in 5 quarters. The position peaked at $29.2K in Q1 2026. 574 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

MAI Capital Management reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
MAI Capital Management sold 970 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2026, an estimated $29.2K.
MAI Capital Management first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2024 and held it in 5 quarters.
MAI Capital Management's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $29.2K in Q1 2026.
574 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.