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

Nations Financial Group’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	$827K	Sell	27,574 -3,798	-12%	-$114K	0.04%	428
2026 Q1	$943K	Sell	31,372 -12,745	-29%	-$385K	0.05%	384
2025 Q4	$1.33M	Sell	44,117 -15,688	-26%	-$474K	0.07%	275
2025 Q3	$1.81M	Sell	59,805 -7,800	-12%	-$235K	0.11%	210
2025 Q2	$2.04M	Sell	67,605 -4,028	-6%	-$121K	0.14%	180
2025 Q1	$2.16M	Sell	71,633 -6,093	-8%	-$183K	0.16%	156
2024 Q4	$2.32M	Sell	77,726 -7,260	-9%	-$218K	0.17%	150
2024 Q3	$2.57M	Sell	84,986 -647	-0.8%	-$19.4K	0.19%	130
2024 Q2	$2.54M	Sell	85,633 -4,485	-5%	-$133K	0.21%	117
2024 Q1	$2.68M	Sell	90,118 -381	-0.4%	-$11.3K	0.23%	108
2023 Q4	$2.7M	Sell	90,499 -9,838	-10%	-$290K	0.25%	97
2023 Q3	$2.94M	Buy	100,337 +8,497	+9%	+$250K	0.3%	77
2023 Q2	$2.7M	Buy	91,840 +13,208	+17%	+$390K	0.27%	92
2023 Q1	$2.33M	Buy	78,632 +18,876	+32%	+$557K	0.24%	106
2022 Q4	$1.76M	Buy	59,756 +28,956	+94%	+$847K	0.2%	130
2022 Q3	$900K	Sell	30,800 -134,051	-81%	-$3.98M	0.13%	190
2022 Q2	$4.9M	Sell	164,851 -1,500	-0.9%	-$44.8K	0.66%	26
2022 Q1	$5.01M	Buy	166,351 +107,870	+184%	+$3.29M	0.6%	31
2021 Q4	$1.81M	Sell	58,481 -195	-0.3%	-$6.06K	0.24%	106
2021 Q3	$1.83M	Buy	+58,676	New	+$1.83M	0.28%	81

Other funds holding SPSB

RWM

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

AFG

Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return

SPIA

Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return

CWM

Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return

QFA

Quattro Financial Advisors The Woodlands, Texas $468M AUM 13.49% 1-Year Est. Return

HVIA

Hudson Valley Investment Advisors Goshen, New York $823M AUM 31.4% 1-Year Est. Return

WFS

Walker Financial Services Bowling Green, Kentucky $323M AUM 8.03% 1-Year Est. Return

FFM

Flagstone Financial Management Lincoln, Nebraska $447M AUM 16.79% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Nations Financial Group's SPSB Position: Q2 2026 in Review

Nations Financial Group reduced its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 12% in Q2 2026, selling an estimated $114K and leaving 27,574 shares worth $827K. The position accounts for 0.04% of the portfolio, ranked #428.

Nations Financial Group first reported a position in SPSB in Q3 2021 and has held it in 20 quarters since. The position peaked at $5.01M in Q1 2022. 183 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

Nations Financial Group held 27,574 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $827K as of Q2 2026.
Nations Financial Group sold 3,798 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2026, an estimated $114K.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.04% of Nations Financial Group's portfolio in Q2 2026, its #428 holding.
Nations Financial Group first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q3 2021 and has held it in 20 quarters since.
Nations Financial Group's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $5.01M in Q1 2022.
183 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.