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

Mutual 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 		$1.94M Sell
64,405
-9,782
-13% -$295K 0.04% 388
2025
Q4 		$2.24M Sell
74,187
-1,640
-2% -$49.6K 0.05% 336
2025
Q3 		$2.3M Buy
75,827
+2,823
+4% +$85.2K 0.05% 328
2025
Q2 		$2.2M Buy
73,004
+7,854
+12% +$236K 0.05% 297
2025
Q1 		$1.96M Buy
65,150
+500
+0.8% +$15K 0.06% 285
2024
Q4 		$1.93M Buy
64,650
+2,891
+5% +$86.6K 0.06% 287
2024
Q3 		$1.86M Sell
61,759
-4
-0% -$120 0.05% 298
2024
Q2 		$1.85M Sell
61,763
-9,161
-13% -$271K 0.06% 291
2024
Q1 		$2.11M Buy
70,924
+2,482
+4% +$73.8K 0.07% 261
2023
Q4 		$2.04M Buy
68,442
+4,728
+7% +$139K 0.07% 263
2023
Q3 		$1.87M Sell
63,714
-3,636
-5% -$107K 0.07% 267
2023
Q2 		$1.98M Buy
67,350
+46,383
+221% +$1.37M 0.08% 255
2023
Q1 		$621K Buy
20,967
+3,584
+21% +$106K 0.03% 562
2022
Q4 		$511K Sell
17,383
-4,132
-19% -$121K 0.02% 583
2022
Q3 		$629K Buy
21,515
+13,922
+183% +$413K 0.03% 499
2022
Q2 		$226K Sell
7,593
-7,697
-50% -$230K 0.02% 757
2022
Q1 		$461K Sell
15,290
-2,571
-14% -$78.4K 0.03% 594
2021
Q4 		$553K Sell
17,861
-944
-5% -$29.3K 0.03% 551
2021
Q3 		$588K Sell
18,805
-8,002
-30% -$250K 0.03% 498
2021
Q2 		$839K Sell
26,807
-3,531
-12% -$111K 0.05% 398
2021
Q1 		$950K Buy
30,338
+3,439
+13% +$108K 0.07% 334
2020
Q4 		$845K Buy
26,899
+5,524
+26% +$173K 0.06% 353
2020
Q3 		$671K Buy
+21,375
New +$671K 0.06% 347
2019
Q1 		– Sell
-62,577
Closed -$1.89M – 495
2018
Q4 		$1.89M Buy
+62,577
New +$1.88M 0.37% 59

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

Mutual Advisors's SPSB Position: Q1 2026 in Review

Mutual Advisors reduced its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 13% in Q1 2026, selling an estimated $295K and leaving 64,405 shares worth $1.94M. The position accounts for 0.04% of the portfolio, ranked #388.

Mutual Advisors first reported a position in SPSB in Q4 2018 and has held it in 24 quarters since. The position peaked at $2.3M in Q3 2025. 570 funds tracked by Wall St. Rank hold SPSB as of Q1 2026.

  • Mutual Advisors held 64,405 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $1.94M as of Q1 2026.
  • Mutual Advisors sold 9,782 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q1 2026, an estimated $295K.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.04% of Mutual Advisors's portfolio in Q1 2026, its #388 holding.
  • Mutual Advisors first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2018 and has held it in 24 quarters since.
  • Mutual Advisors's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $2.3M in Q3 2025.
  • 570 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.