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 Q2	$1.91M	Sell	63,533 -736	-1%	-$22.1K	1.18%	20
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 $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

MidAtlantic Capital Management's SPSB Position: Q2 2026 in Review

MidAtlantic Capital Management reduced its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 1.1% in Q2 2026, selling an estimated $22.1K and leaving 63,533 shares worth $1.91M. The position accounts for 1.18% of the portfolio, ranked #20.

MidAtlantic Capital Management first reported a position in SPSB in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.94M in Q4 2025. 574 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

MidAtlantic Capital Management held 63,533 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $1.91M as of Q2 2026.
MidAtlantic Capital Management sold 736 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2026, an estimated $22.1K.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up 1.18% of MidAtlantic Capital Management's portfolio in Q2 2026, its #20 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 11 quarters since.
MidAtlantic Capital Management's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $1.94M in Q4 2025.
574 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on MidAtlantic Capital Management's 13F filing for Q2 2026, filed 10 Aug 2026.