MF
SPSB icon

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

Meridian Financial’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 		$1.89M Buy
62,842
+2,343
+4% +$70.3K 0.91% 29
2026
Q1 		$1.82M Buy
60,499
+2,439
+4% +$73.6K 0.99% 25
2025
Q4 		$1.75M Buy
58,060
+1,217
+2% +$36.8K 0.95% 28
2025
Q3 		$1.72M Buy
56,843
+4,200
+8% +$127K 0.97% 27
2025
Q2 		$1.59M Buy
52,643
+5,547
+12% +$166K 1.03% 26
2025
Q1 		$1.42M Buy
47,096
+10,093
+27% +$302K 0.99% 28
2024
Q4 		$1.1M Buy
37,003
+501
+1% +$15K 0.76% 31
2024
Q3 		$1.11M Buy
36,502
+1,921
+6% +$57.6K 0.74% 31
2024
Q2 		$1.03M Buy
34,581
+7,838
+29% +$232K 0.74% 31
2024
Q1 		$796K Buy
26,743
+743
+3% +$22.1K 0.59% 35
2023
Q4 		$774K Buy
26,000
+2,961
+13% +$87.1K 0.61% 33
2023
Q3 		$676K Buy
23,039
+1,678
+8% +$49.3K 0.63% 34
2023
Q2 		$629K Buy
21,361
+637
+3% +$18.8K 0.57% 36
2023
Q1 		$614K Buy
20,724
+2,065
+11% +$60.9K 0.6% 34
2022
Q4 		$548K Buy
18,659
+115
+0.6% +$3.37K 0.58% 39
2022
Q3 		$542K Buy
18,544
+2,436
+15% +$72.3K 0.63% 39
2022
Q2 		$479K Sell
16,108
-5,147
-24% -$154K 0.54% 42
2022
Q1 		$640K Sell
21,255
-19,280
-48% -$588K 0.66% 38
2021
Q4 		$1.26M Buy
+40,535
New +$1.26M 1.17% 24

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

Meridian Financial's SPSB Position: Q2 2026 in Review

Meridian Financial increased its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 3.9% in Q2 2026, buying an estimated $70.3K and bringing the position to 62,842 shares worth $1.89M. The position accounts for 0.91% of the portfolio, ranked #29.

Meridian Financial 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.

  • Meridian Financial held 62,842 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $1.89M as of Q2 2026.
  • Meridian Financial bought 2,343 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2026, an estimated $70.3K.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.91% of Meridian Financial's portfolio in Q2 2026, its #29 holding.
  • Meridian Financial 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 Meridian Financial's 13F filing for Q2 2026, filed 22 Jul 2026.