Millstone Evans Group’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Millstone Evans Group’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	$13.8K	Hold	459	–	–	0.01%	552
2026 Q1	$13.8K	Hold	459	–	–	0.01%	530
2025 Q4	$13.9K	Hold	459	–	–	0.01%	512
2025 Q3	$13.9K	Hold	459	–	–	0.01%	496
2025 Q2	$13.9K	Hold	459	–	–	0.01%	490
2025 Q1	$13.8K	Hold	459	–	–	0.01%	490
2024 Q4	$13.7K	Buy	+459	New	+$13.8K	0.01%	463

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

Millstone Evans Group's SPSB Position: Q2 2026 in Review

Millstone Evans Group held its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) position steady in Q2 2026 at 459 shares worth $13.8K. The position accounts for 0.01% of the portfolio, ranked #552.

Millstone Evans Group first reported a position in SPSB in Q4 2024 and has held it in 7 quarters since. The position peaked at $13.9K in Q3 2025. 574 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

Millstone Evans Group held 459 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $13.8K as of Q2 2026.
Millstone Evans Group left its State Street SPDR Portfolio Short Term Corporate Bond ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.01% of Millstone Evans Group's portfolio in Q2 2026, its #552 holding.
Millstone Evans Group first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
Millstone Evans Group's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $13.9K in Q3 2025.
574 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.