MidAtlantic Capital Management’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

MidAtlantic Capital Management’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	$1.93M	Buy	64,269 +157	+0.2%	+$4.74K	1.33%	21
2025 Q4	$1.94M	Buy	64,112 +1,362	+2%	+$41.2K	1.24%	21
2025 Q3	$1.9M	Sell	62,750 -969	-2%	-$29.2K	1.3%	19
2025 Q2	$1.92M	Buy	63,719 +2,249	+4%	+$67.5K	1.36%	18
2025 Q1	$1.85M	Buy	61,470 +567	+0.9%	+$17K	1.45%	17
2024 Q4	$1.82M	Sell	60,903 -46	-0.1%	-$1.38K	1.33%	19
2024 Q3	$1.85M	Sell	60,949 -2,173	-3%	-$65.2K	1.35%	19
2024 Q2	$1.87M	Buy	63,122 +47,598	+307%	+$1.41M	1.57%	15
2024 Q1	$462K	Sell	15,524 -6,307	-29%	-$188K	0.41%	51
2023 Q4	$650K	Buy	+21,831	New	+$642K	0.63%	41

Other funds holding SPSB

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

MidAtlantic Capital Management's SPSB Position: Q1 2026 in Review

MidAtlantic Capital Management increased its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 0.24% in Q1 2026, buying an estimated $4.74K and bringing the position to 64,269 shares worth $1.93M. The position accounts for 1.33% of the portfolio, ranked #21.

MidAtlantic Capital Management first reported a position in SPSB in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.94M in Q4 2025. 571 funds tracked by Wall St. Rank hold SPSB as of Q1 2026.

MidAtlantic Capital Management held 64,269 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $1.93M as of Q1 2026.
MidAtlantic Capital Management bought 157 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q1 2026, an estimated $4.74K.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up 1.33% of MidAtlantic Capital Management's portfolio in Q1 2026, its #21 holding.
MidAtlantic Capital Management first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2023 and has held it in 10 quarters since.
MidAtlantic Capital Management's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $1.94M in Q4 2025.
571 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2026.

Based on MidAtlantic Capital Management's 13F filing for Q1 2026, filed 8 May 2026.