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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
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
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Marino Stram & Associates's SPSB Position: Q1 2026 in Review

Marino Stram & Associates increased its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 12% in Q1 2026, buying an estimated $45.1K and bringing the position to 13,995 shares worth $421K. The position accounts for 0.08% of the portfolio, ranked #129.

Marino Stram & Associates first reported a position in SPSB in Q3 2025 and has held it in 3 quarters since. 571 funds tracked by Wall St. Rank hold SPSB as of Q1 2026.

  • Marino Stram & Associates held 13,995 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $421K as of Q1 2026.
  • Marino Stram & Associates bought 1,494 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q1 2026, an estimated $45.1K.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.08% of Marino Stram & Associates's portfolio in Q1 2026, its #129 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 3 quarters since.
  • 571 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2026.

Based on Marino Stram & Associates's 13F filing for Q1 2026, filed 29 Apr 2026.