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

Mount Yale 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
Q1 		$7.59M Buy
252,425
+6,451
+3% +$195K 0.18% 131
2025
Q4 		$7.43M Buy
245,974
+29,206
+13% +$883K 0.36% 59
2025
Q3 		$6.57M Buy
+216,768
New +$6.54M 0.46% 44
2025
Q2 		– Sell
-9,477
Closed -$285K – 1513
2025
Q1 		$285K Buy
+9,477
New +$284K 0.02% 448

Other funds holding SPSB

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Mount Yale Investment Advisors's SPSB Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 2.6% in Q1 2026, buying an estimated $195K and bringing the position to 252,425 shares worth $7.59M. The position accounts for 0.18% of the portfolio, ranked #131.

Mount Yale Investment Advisors first reported a position in SPSB in Q1 2025 and has held it in 4 quarters since. 572 funds tracked by Wall St. Rank hold SPSB as of Q1 2026.

  • Mount Yale Investment Advisors held 252,425 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $7.59M as of Q1 2026.
  • Mount Yale Investment Advisors bought 6,451 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q1 2026, an estimated $195K.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.18% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #131 holding.
  • Mount Yale Investment Advisors first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q1 2025 and has held it in 4 quarters since.
  • 572 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.