McCarley & Cook Financial Planners’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

McCarley & Cook Financial Planners’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 Q3	$128K	Hold	4,325	–	–	0.1%	66
2026 Q2	$130K	Hold	4,325	–	–	0.1%	65
2026 Q1	$130K	Buy	+4,325	New	+$131K	0.11%	66

Other funds holding SPSB

Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

Quattro Financial Advisors The Woodlands, Texas $483M AUM 11.42% 1-Year Est. Return

Cherry Tree Wealth Management Minnetonka, Minnesota $531M AUM 9.26% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return

Woodside Wealth Management Framingham, Massachusetts $146M AUM 13.89% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Cornerstone Management Duluth, Georgia $673M AUM 7.67% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

KDA

Kraft Davis & Associates St. Louis, Missouri $474M AUM 20.45% 1-Year Est. Return

McCarley & Cook Financial Planners's SPSB Position: Q3 2026 in Review

McCarley & Cook Financial Planners held its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) position steady in Q3 2026 at 4,325 shares worth $128K. The position accounts for 0.1% of the portfolio, ranked #66.

McCarley & Cook Financial Planners first reported a position in SPSB in Q1 2026 and has held it in 3 quarters since. The position peaked at $130K in Q1 2026. 137 funds tracked by Wall St. Rank hold SPSB as of Q3 2026.

McCarley & Cook Financial Planners held 4,325 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $128K as of Q3 2026.
McCarley & Cook Financial Planners left its State Street SPDR Portfolio Short Term Corporate Bond ETF share count unchanged in Q3 2026.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.1% of McCarley & Cook Financial Planners's portfolio in Q3 2026, its #66 holding.
McCarley & Cook Financial Planners first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q1 2026 and has held it in 3 quarters since.
McCarley & Cook Financial Planners's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $130K in Q1 2026.
137 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q3 2026.

Based on McCarley & Cook Financial Planners's 13F filing for Q3 2026, filed 21 Oct 2026.