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 Q2	$7.64M	Buy	254,698 +2,273	+0.9%	+$68.2K	0.14%	164
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 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 22.9% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Mount Yale Investment Advisors's SPSB Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 0.9% in Q2 2026, buying an estimated $68.2K and bringing the position to 254,698 shares worth $7.64M. The position accounts for 0.14% of the portfolio, ranked #164.

Mount Yale Investment Advisors first reported a position in SPSB in Q1 2025 and has held it in 5 quarters since. 577 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

Mount Yale Investment Advisors held 254,698 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $7.64M as of Q2 2026.
Mount Yale Investment Advisors bought 2,273 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2026, an estimated $68.2K.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.14% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #164 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 5 quarters since.
577 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.