MOTCO’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

MOTCO’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	$9.81K	Hold	327	–	–	﹤0.01%	436
2026 Q1	$9.83K	Hold	327	–	–	﹤0.01%	453
2025 Q4	$9.88K	Sell	327 -95	-23%	-$2.87K	﹤0.01%	470
2025 Q3	$12.8K	Buy	422 +95	+29%	+$2.87K	﹤0.01%	448
2025 Q2	$9.85K	Hold	327	–	–	﹤0.01%	433
2025 Q1	$9.84K	Hold	327	–	–	﹤0.01%	426
2024 Q4	$9.76K	Hold	327	–	–	﹤0.01%	397
2024 Q3	$9.9K	Hold	327	–	–	﹤0.01%	469
2024 Q2	$9.71K	Hold	327	–	–	﹤0.01%	557
2024 Q1	$9.73K	Sell	327 -1,303	-80%	-$38.8K	﹤0.01%	516
2023 Q4	$48.5K	Hold	1,630	–	–	﹤0.01%	357
2023 Q3	$47.8K	Sell	1,630 -905	-36%	-$26.6K	﹤0.01%	363
2023 Q2	$74.6K	Buy	2,535 +900	+55%	+$26.6K	﹤0.01%	314
2023 Q1	$48.4K	Hold	1,635	–	–	﹤0.01%	342
2022 Q4	$48K	Sell	1,635 -1,409	-46%	-$41.2K	﹤0.01%	344
2022 Q3	$89K	Buy	3,044 +2,717	+831%	+$80.7K	0.01%	304
2022 Q2	$10K	Hold	327	–	–	﹤0.01%	479
2022 Q1	$10K	Hold	327	–	–	﹤0.01%	489
2021 Q4	$10K	Hold	327	–	–	﹤0.01%	479
2021 Q3	$10K	Hold	327	–	–	﹤0.01%	506
2021 Q2	$10K	Sell	327 -274	-46%	-$8.58K	﹤0.01%	498
2021 Q1	$19K	Hold	601	–	–	﹤0.01%	412
2020 Q4	$19K	Sell	601 -194	-24%	-$6.08K	﹤0.01%	456
2020 Q3	$25K	Buy	+795	New	+$24.9K	﹤0.01%	388
2019 Q1	–	Sell	-431	Closed	-$13K	–	558
2018 Q4	$13K	Buy	+431	New	+$13K	﹤0.01%	431

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

MOTCO's SPSB Position: Q2 2026 in Review

MOTCO held its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) position steady in Q2 2026 at 327 shares worth $9.81K. The position accounts for ﹤0.01% of the portfolio, ranked #436.

MOTCO first reported a position in SPSB in Q4 2018 and has held it in 25 quarters since. The position peaked at $89K in Q3 2022. 571 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

MOTCO held 327 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $9.81K as of Q2 2026.
MOTCO 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 MOTCO's portfolio in Q2 2026, its #436 holding.
MOTCO first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2018 and has held it in 25 quarters since.
MOTCO's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $89K in Q3 2022.
571 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on MOTCO's 13F filing for Q2 2026, filed 31 Jul 2026.