MMBG Investment Advisors’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

MMBG Investment Advisors’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	$832K	Hold	27,725	–	–	0.07%	113
2026 Q1	$834K	Hold	27,725	–	–	0.08%	108
2025 Q4	$837K	Buy	27,725 +1,645	+6%	+$49.7K	0.07%	113
2025 Q3	$790K	Hold	26,080	–	–	0.07%	117
2025 Q2	$787K	Sell	26,080 -2,000	-7%	-$60K	0.08%	111
2025 Q1	$845K	Hold	28,080	–	–	0.1%	97
2024 Q4	$838K	Hold	28,080	–	–	0.09%	98
2024 Q3	$850K	Hold	28,080	–	–	0.09%	100
2024 Q2	$834K	Hold	28,080	–	–	0.09%	94
2024 Q1	$833K	Hold	28,080	–	–	0.09%	95
2023 Q4	$836K	Hold	28,080	–	–	0.1%	91
2023 Q3	$823K	Buy	28,080 +6,800	+32%	+$200K	0.1%	90
2023 Q2	$626K	Hold	21,280	–	–	0.08%	106
2023 Q1	$631K	Buy	+21,280	New	+$628K	0.08%	105

Other funds holding SPSB

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

RWM

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return

AFG

Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return

MMBG Investment Advisors's SPSB Position: Q2 2026 in Review

MMBG Investment Advisors held its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) position steady in Q2 2026 at 27,725 shares worth $832K. The position accounts for 0.07% of the portfolio, ranked #113.

MMBG Investment Advisors first reported a position in SPSB in Q1 2023 and has held it in 14 quarters since. The position peaked at $850K in Q3 2024. 423 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

MMBG Investment Advisors held 27,725 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $832K as of Q2 2026.
MMBG Investment Advisors 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 0.07% of MMBG Investment Advisors's portfolio in Q2 2026, its #113 holding.
MMBG Investment Advisors first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q1 2023 and has held it in 14 quarters since.
MMBG Investment Advisors's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $850K in Q3 2024.
423 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on MMBG Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.