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

NewEdge 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	$3.4M	Buy	113,154 +33,667	+42%	+$1.01M	0.01%	941
2026 Q1	$2.39M	Buy	79,487 +15,602	+24%	+$471K	0.01%	1014
2025 Q4	$1.93M	Buy	63,885 +2,929	+5%	+$88.5K	0.01%	1091
2025 Q3	$1.85M	Buy	60,956 +1,412	+2%	+$42.6K	0.01%	1059
2025 Q2	$1.8M	Buy	59,544 +117	+0.2%	+$3.51K	0.01%	989
2025 Q1	$1.79M	Sell	59,427 -5,342	-8%	-$160K	0.01%	907
2024 Q4	$1.93M	Buy	64,769 +9,936	+18%	+$298K	0.01%	839
2024 Q3	$1.66M	Buy	54,833 +602	+1%	+$18.1K	0.01%	877
2024 Q2	$1.61M	Buy	54,231 +2,383	+5%	+$70.6K	0.01%	848
2024 Q1	$1.54M	Sell	51,848 -90,268	-64%	-$2.69M	0.01%	791
2023 Q4	$4.23M	Sell	142,116 -8,802	-6%	-$259K	0.04%	403
2023 Q3	$4.42M	Sell	150,918 -2,450	-2%	-$72K	0.05%	352
2023 Q2	$4.52M	Buy	153,368 +141,489	+1,191%	+$4.18M	0.05%	344
2023 Q1	$353K	Sell	11,879 -76,014	-86%	-$2.24M	﹤0.01%	1299
2022 Q4	$2.58M	Sell	87,893 -5,852	-6%	-$171K	0.07%	287
2022 Q3	$2.74M	Sell	93,745 -37,755	-29%	-$1.12M	0.05%	356
2022 Q2	$3.91M	Sell	131,500 -98,650	-43%	-$2.95M	0.06%	283
2022 Q1	$6.93M	Buy	230,150 +25,647	+13%	+$783K	0.11%	186
2021 Q4	$6.33M	Buy	+204,503	New	+$6.35M	0.1%	208

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 22.96% 1-Year Est. Return

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

NewEdge Advisors's SPSB Position: Q2 2026 in Review

NewEdge Advisors increased its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 42% in Q2 2026, buying an estimated $1.01M and bringing the position to 113,154 shares worth $3.4M. The position accounts for 0.01% of the portfolio, ranked #941.

NewEdge Advisors first reported a position in SPSB in Q4 2021 and has held it in 19 quarters since. The position peaked at $6.93M in Q1 2022. 574 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

NewEdge Advisors held 113,154 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $3.4M as of Q2 2026.
NewEdge Advisors bought 33,667 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2026, an estimated $1.01M.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.01% of NewEdge Advisors's portfolio in Q2 2026, its #941 holding.
NewEdge Advisors first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2021 and has held it in 19 quarters since.
NewEdge Advisors's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $6.93M in Q1 2022.
574 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

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