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Mustard Seed Financial’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Mustard Seed Financial’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 		$528K Buy
17,548
+568
+3% +$17.1K 0.32% 48
2025
Q4 		$513K Sell
16,980
-5,162
-23% -$156K 0.32% 50
2025
Q3 		$671K Buy
22,142
+594
+3% +$17.9K 0.43% 44
2025
Q2 		$651K Buy
21,548
+745
+4% +$22.4K 0.47% 42
2025
Q1 		$626K Buy
20,803
+309
+2% +$9.26K 0.5% 41
2024
Q4 		$612K Buy
20,494
+133
+0.7% +$3.99K 0.5% 41
2024
Q3 		$617K Buy
20,361
+527
+3% +$15.8K 0.51% 41
2024
Q2 		$589K Buy
19,834
+322
+2% +$9.54K 0.56% 40
2024
Q1 		$581K Buy
19,512
+410
+2% +$12.2K 0.58% 42
2023
Q4 		$569K Buy
+19,102
New +$562K 0.64% 36

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 $8.42B AUM 14.36% 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 $374B AUM 17.66% 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

Mustard Seed Financial's SPSB Position: Q1 2026 in Review

Mustard Seed Financial increased its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 3.3% in Q1 2026, buying an estimated $17.1K and bringing the position to 17,548 shares worth $528K. The position accounts for 0.32% of the portfolio, ranked #48.

Mustard Seed Financial first reported a position in SPSB in Q4 2023 and has held it in 10 quarters since. The position peaked at $671K in Q3 2025. 571 funds tracked by Wall St. Rank hold SPSB as of Q1 2026.

  • Mustard Seed Financial held 17,548 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $528K as of Q1 2026.
  • Mustard Seed Financial bought 568 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q1 2026, an estimated $17.1K.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.32% of Mustard Seed Financial's portfolio in Q1 2026, its #48 holding.
  • Mustard Seed Financial first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2023 and has held it in 10 quarters since.
  • Mustard Seed Financial's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $671K in Q3 2025.
  • 571 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2026.

Based on Mustard Seed Financial's 13F filing for Q1 2026, filed 27 Apr 2026.