Marino Stram & Associates’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Marino Stram & Associates’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	$551K	Buy	18,358 +4,363	+31%	+$131K	0.09%	117
2026 Q1	$421K	Buy	13,995 +1,494	+12%	+$45.1K	0.08%	129
2025 Q4	$378K	Buy	12,501 +5,118	+69%	+$155K	0.07%	136
2025 Q3	$224K	Buy	+7,383	New	+$223K	0.04%	178

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

Marino Stram & Associates's SPSB Position: Q2 2026 in Review

Marino Stram & Associates increased its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 31% in Q2 2026, buying an estimated $131K and bringing the position to 18,358 shares worth $551K. The position accounts for 0.09% of the portfolio, ranked #117.

Marino Stram & Associates first reported a position in SPSB in Q3 2025 and has held it in 4 quarters since. 574 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

Marino Stram & Associates held 18,358 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $551K as of Q2 2026.
Marino Stram & Associates bought 4,363 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2026, an estimated $131K.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.09% of Marino Stram & Associates's portfolio in Q2 2026, its #117 holding.
Marino Stram & Associates first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q3 2025 and has held it in 4 quarters since.
574 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on Marino Stram & Associates's 13F filing for Q2 2026, filed 24 Jul 2026.