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Mechanics Financial Corp’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Mechanics Financial Corp’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 Buy
111,586
+19,454
+21% +$584K 1.2% 18
2026
Q1 		$2.77M Buy
92,132
+20,195
+28% +$610K 1.16% 19
2025
Q4 		$2.17M Buy
71,937
+4,697
+7% +$142K 0.8% 25
2025
Q3 		$2.04M Buy
67,240
+6,630
+11% +$200K 0.77% 27
2025
Q2 		$1.83M Buy
60,610
+15,105
+33% +$453K 0.78% 26
2025
Q1 		$1.37M Buy
45,505
+7,557
+20% +$226K 0.62% 34
2024
Q4 		$1.13M Buy
37,948
+4,250
+13% +$127K 0.51% 43
2024
Q3 		$1.02M Buy
33,698
+680
+2% +$20.4K 0.45% 53
2024
Q2 		$981K Buy
33,018
+2,923
+10% +$86.6K 0.5% 50
2024
Q1 		$896K Buy
30,095
+4,202
+16% +$125K 0.47% 53
2023
Q4 		$771K Buy
25,893
+1,725
+7% +$50.8K 0.43% 53
2023
Q3 		$709K Buy
24,168
+1,890
+8% +$55.5K 0.39% 54
2023
Q2 		$656K Buy
22,278
+1,530
+7% +$45.2K 0.36% 54
2023
Q1 		$615K Sell
20,748
-334
-2% -$9.85K 0.36% 55
2022
Q4 		$619K Buy
21,082
+1,009
+5% +$29.5K 0.37% 54
2022
Q3 		$587K Sell
20,073
-589
-3% -$17.5K 0.38% 51
2022
Q2 		$614K Buy
20,662
+857
+4% +$25.6K 0.37% 53
2022
Q1 		$597K Sell
19,805
-702
-3% -$21.4K 0.31% 58
2021
Q4 		$635K Buy
+20,507
New +$637K 0.3% 58

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

Mechanics Financial Corp's SPSB Position: Q2 2026 in Review

Mechanics Financial Corp increased its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 21% in Q2 2026, buying an estimated $584K and bringing the position to 111,586 shares worth $3.35M. The position accounts for 1.2% of the portfolio, ranked #18.

Mechanics Financial Corp first reported a position in SPSB in Q4 2021 and has held it in 19 quarters since. 571 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

  • Mechanics Financial Corp held 111,586 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $3.35M as of Q2 2026.
  • Mechanics Financial Corp bought 19,454 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2026, an estimated $584K.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up 1.2% of Mechanics Financial Corp's portfolio in Q2 2026, its #18 holding.
  • Mechanics Financial Corp first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • 571 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on Mechanics Financial Corp's 13F filing for Q2 2026, filed 5 Aug 2026.