NRI
SPSB icon

NFP Retirement Inc’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

NFP Retirement Inc’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 		$26M Sell
867,445
-24,714
-3% -$742K 1.43% 16
2026
Q1 		$26.8M Buy
892,159
+134,277
+18% +$4.05M 1.61% 14
2025
Q4 		$22.9M Buy
757,882
+26,248
+4% +$793K 1.39% 15
2025
Q3 		$22.2M Buy
731,634
+87,122
+14% +$2.63M 1.41% 17
2025
Q2 		$19.5M Buy
+644,512
New +$19.3M 1.29% 17
2025
Q1 		– Sell
-31,234
Closed -$933K – 297
2024
Q4 		$933K Buy
31,234
+4,801
+18% +$144K 0.07% 127
2024
Q3 		$800K Buy
26,433
+1,422
+6% +$42.7K 0.06% 137
2024
Q2 		$743K Sell
25,011
-59
-0.2% -$1.75K 0.06% 143
2024
Q1 		$746K Buy
25,070
+2,803
+13% +$83.4K 0.06% 140
2023
Q4 		$663K Sell
22,267
-19
-0.1% -$559 0.11% 125
2023
Q3 		$653K Buy
22,286
+149
+0.7% +$4.38K 0.12% 121
2023
Q2 		$652K Sell
22,137
-36
-0.2% -$1.06K 0.12% 129
2023
Q1 		$657K Buy
22,173
+5,102
+30% +$151K 0.13% 129
2022
Q4 		$502K Hold
17,071
– – 0.11% 146
2022
Q3 		$499K Hold
17,071
– – 0.12% 139
2022
Q2 		$508K Buy
+17,071
New +$510K 0.13% 133

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

NFP Retirement Inc's SPSB Position: Q2 2026 in Review

NFP Retirement Inc reduced its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 2.8% in Q2 2026, selling an estimated $742K and leaving 867,445 shares worth $26M. The position accounts for 1.43% of the portfolio, ranked #16.

NFP Retirement Inc first reported a position in SPSB in Q2 2022 and has held it in 16 quarters since. The position peaked at $26.8M in Q1 2026. 571 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

  • NFP Retirement Inc held 867,445 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $26M as of Q2 2026.
  • NFP Retirement Inc sold 24,714 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2026, an estimated $742K.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up 1.43% of NFP Retirement Inc's portfolio in Q2 2026, its #16 holding.
  • NFP Retirement Inc first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q2 2022 and has held it in 16 quarters since.
  • NFP Retirement Inc's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $26.8M in Q1 2026.
  • 571 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on NFP Retirement Inc's 13F filing for Q2 2026, filed 12 Aug 2026.