Matthew Hamilton Rosenberg’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Matthew Hamilton Rosenberg’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	$3.35M	Sell	111,604 -588	-0.5%	-$17.6K	0.62%	22
2026 Q1	$3.37M	Sell	112,192 -1,274	-1%	-$38.5K	0.69%	21
2025 Q4	$3.43M	Sell	113,466 -3,804	-3%	-$115K	0.71%	22
2025 Q3	$3.55M	Sell	117,270 -958	-0.8%	-$28.9K	0.77%	21
2025 Q2	$3.57M	Sell	118,228 -8,580	-7%	-$257K	0.83%	19
2025 Q1	$3.82M	Sell	126,808 -1,425	-1%	-$42.7K	0.96%	16
2024 Q4	$3.83M	Sell	128,233 -7,984	-6%	-$239K	0.99%	16
2024 Q3	$4.12M	Buy	136,217 +7,534	+6%	+$226K	1.08%	16
2024 Q2	$3.81M	Sell	128,683 -27,274	-17%	-$808K	1.12%	16
2024 Q1	$4.62M	Sell	155,957 -491	-0.3%	-$14.6K	1.33%	14
2023 Q4	$4.66M	Sell	156,448 -6,683	-4%	-$197K	1.43%	14
2023 Q3	$4.78M	Sell	163,131 -76,861	-32%	-$2.26M	1.59%	13
2023 Q2	$7.07M	Sell	239,992 -16,236	-6%	-$479K	2.39%	8
2023 Q1	$7.59M	Buy	256,228 +17,373	+7%	+$512K	2.45%	8
2022 Q4	$7.02M	Sell	238,855 -273	-0.1%	-$7.99K	2.38%	8
2022 Q3	$6.99M	Sell	239,128 -12,959	-5%	-$385K	2.7%	6
2022 Q2	$7.51M	Buy	252,087 +39,736	+19%	+$1.19M	2.83%	6
2022 Q1	$6.4M	Sell	212,351 -27,619	-12%	-$843K	2.24%	8
2021 Q4	$7.43M	Buy	239,970 +19,924	+9%	+$619K	2.65%	7
2021 Q3	$6.88M	Buy	220,046 +91,261	+71%	+$2.85M	2.72%	7
2021 Q2	$4.03M	Buy	128,785 +2,324	+2%	+$72.8K	2.1%	9
2021 Q1	$3.96M	Buy	126,461 +11,548	+10%	+$362K	2.26%	7
2020 Q4	$3.61M	Buy	114,913 +20,843	+22%	+$654K	2.25%	8
2020 Q3	$2.95M	Buy	94,070 +8,278	+10%	+$260K	2.17%	8
2020 Q2	$2.69M	Sell	85,792 -5,081	-6%	-$158K	2.14%	8
2020 Q1	$2.75M	Buy	+90,873	New	+$2.78M	2.73%	7

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

Matthew Hamilton Rosenberg's SPSB Position: Q2 2026 in Review

Matthew Hamilton Rosenberg reduced its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 0.52% in Q2 2026, selling an estimated $17.6K and leaving 111,604 shares worth $3.35M. The position accounts for 0.62% of the portfolio, ranked #22.

Matthew Hamilton Rosenberg first reported a position in SPSB in Q1 2020 and has held it in 26 quarters since. The position peaked at $7.59M in Q1 2023. 573 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

Matthew Hamilton Rosenberg held 111,604 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $3.35M as of Q2 2026.
Matthew Hamilton Rosenberg sold 588 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2026, an estimated $17.6K.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.62% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #22 holding.
Matthew Hamilton Rosenberg first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q1 2020 and has held it in 26 quarters since.
Matthew Hamilton Rosenberg's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $7.59M in Q1 2023.
573 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2026, filed 17 Jul 2026.