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

Modera Wealth 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	$247K	Hold	8,234	–	–	﹤0.01%	588
2026 Q1	$248K	Hold	8,234	–	–	﹤0.01%	568
2025 Q4	$249K	Hold	8,234	–	–	﹤0.01%	584
2025 Q3	$249K	Hold	8,234	–	–	﹤0.01%	582
2025 Q2	$249K	Hold	8,234	–	–	﹤0.01%	575
2025 Q1	$248K	Sell	8,234 -184	-2%	-$5.51K	﹤0.01%	550
2024 Q4	$251K	Buy	8,418 +184	+2%	+$5.51K	﹤0.01%	544
2024 Q3	$249K	Hold	8,234	–	–	﹤0.01%	535
2024 Q2	$245K	Hold	8,234	–	–	﹤0.01%	507
2024 Q1	$245K	Buy	+8,234	New	+$245K	﹤0.01%	514
2023 Q4	–	Sell	-8,234	Closed	-$241K	–	549
2023 Q3	$241K	Hold	8,234	–	–	﹤0.01%	488
2023 Q2	$242K	Buy	+8,234	New	+$243K	﹤0.01%	498
2022 Q2	–	Sell	-7,873	Closed	-$237K	–	365
2022 Q1	$237K	Sell	7,873 -126	-2%	-$3.85K	0.01%	322
2021 Q4	$248K	Buy	+7,999	New	+$248K	0.01%	489

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

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

SPIA

Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return

Modera Wealth Management's SPSB Position: Q2 2026 in Review

Modera Wealth Management held its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) position steady in Q2 2026 at 8,234 shares worth $247K. The position accounts for ﹤0.01% of the portfolio, ranked #588.

Modera Wealth Management first reported a position in SPSB in Q4 2021 and has held it in 14 quarters since. The position peaked at $251K in Q4 2024. 373 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

Modera Wealth Management held 8,234 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $247K as of Q2 2026.
Modera Wealth Management 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 Modera Wealth Management's portfolio in Q2 2026, its #588 holding.
Modera Wealth Management first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2021 and has held it in 14 quarters since.
Modera Wealth Management's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $251K in Q4 2024.
373 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.