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

OLIO Financial Planning’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	$2.68M	Buy	89,293 +10,661	+14%	+$320K	0.66%	14
2026 Q1	$2.36M	Buy	78,632 +1,929	+3%	+$58.2K	0.66%	14
2025 Q4	$2.32M	Buy	76,703 +2,975	+4%	+$89.9K	0.65%	14
2025 Q3	$2.23M	Sell	73,728 -1,038	-1%	-$31.3K	0.66%	13
2025 Q2	$2.26M	Buy	74,766 +4,319	+6%	+$130K	0.71%	13
2025 Q1	$2.12M	Buy	70,447 +20,404	+41%	+$611K	0.73%	12
2024 Q4	$1.49M	Buy	+50,043	New	+$1.5M	0.52%	21

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

OLIO Financial Planning's SPSB Position: Q2 2026 in Review

OLIO Financial Planning increased its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 14% in Q2 2026, buying an estimated $320K and bringing the position to 89,293 shares worth $2.68M. The position accounts for 0.66% of the portfolio, ranked #14.

OLIO Financial Planning first reported a position in SPSB in Q4 2024 and has held it in 7 quarters since. 131 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

OLIO Financial Planning held 89,293 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $2.68M as of Q2 2026.
OLIO Financial Planning bought 10,661 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2026, an estimated $320K.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.66% of OLIO Financial Planning's portfolio in Q2 2026, its #14 holding.
OLIO Financial Planning first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
131 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on OLIO Financial Planning's 13F filing for Q2 2026, filed 17 Jul 2026.