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

Narus Financial Partners’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 		$332K Buy
11,077
+186
+2% +$5.58K 0.09% 141
2026
Q1 		$327K Buy
10,891
+2,444
+29% +$73.8K 0.09% 126
2025
Q4 		$255K Sell
8,447
-292
-3% -$8.82K 0.07% 146
2025
Q3 		$265K Sell
8,739
-2,276
-21% -$68.7K 0.07% 147
2025
Q2 		$333K Sell
11,015
-3,948
-26% -$118K 0.1% 109
2025
Q1 		$450K Sell
14,963
-380
-2% -$11.4K 0.15% 83
2024
Q4 		$458K Buy
15,343
+712
+5% +$21.3K 0.15% 85
2024
Q3 		$443K Sell
14,631
-360
-2% -$10.8K 0.16% 88
2024
Q2 		$445K Buy
14,991
+807
+6% +$23.9K 0.18% 83
2024
Q1 		$422K Buy
14,184
+1,842
+15% +$54.8K 0.18% 87
2023
Q4 		$368K Sell
12,342
-2,389
-16% -$70.3K 0.18% 88
2023
Q3 		$432K Buy
14,731
+172
+1% +$5.05K 0.22% 68
2023
Q2 		$429K Buy
14,559
+1,181
+9% +$34.9K 0.22% 70
2023
Q1 		$396K Buy
13,378
+643
+5% +$19K 0.21% 74
2022
Q4 		$374K Sell
12,735
-1,399
-10% -$40.9K 0.22% 74
2022
Q3 		$413K Sell
14,134
-1,157
-8% -$34.3K 0.26% 63
2022
Q2 		$455K Sell
15,291
-7,365
-33% -$220K 0.29% 59
2022
Q1 		$683K Buy
+22,656
New +$691K 0.38% 46
2021
Q1 		$608K Buy
+19,422
New +$609K 0.36% 40

Other funds holding SPSB

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Narus Financial Partners's SPSB Position: Q2 2026 in Review

Narus Financial Partners increased its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 1.7% in Q2 2026, buying an estimated $5.58K and bringing the position to 11,077 shares worth $332K. The position accounts for 0.09% of the portfolio, ranked #141.

Narus Financial Partners first reported a position in SPSB in Q1 2021 and has held it in 19 quarters since. The position peaked at $683K in Q1 2022. 571 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

  • Narus Financial Partners held 11,077 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $332K as of Q2 2026.
  • Narus Financial Partners bought 186 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2026, an estimated $5.58K.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.09% of Narus Financial Partners's portfolio in Q2 2026, its #141 holding.
  • Narus Financial Partners first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q1 2021 and has held it in 19 quarters since.
  • Narus Financial Partners's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $683K in Q1 2022.
  • 571 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on Narus Financial Partners's 13F filing for Q2 2026, filed 31 Jul 2026.