OLIO Financial Planning
SPSB icon

OLIO Financial Planning’s State Street SPDR Portfolio Short Term Corporate Bond Index 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
Q3 		$3.02M Buy
102,027
+12,734
+14% +$380K 0.75% 13
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

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Valmark Advisers
Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
MCF Advisors
MCF Advisors Covington, Kentucky $2.81B AUM 12.54% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Rockwood Wealth Management
Rockwood Wealth Management New Hope, Pennsylvania $1.67B AUM 11.93% 1-Year Est. Return
Huntington National Bank
Huntington National Bank Columbus, Ohio $20.5B AUM 28.07% 1-Year Est. Return
Gemmer Asset Management
Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return

OLIO Financial Planning's SPSB Position: Q3 2026 in Review

OLIO Financial Planning increased its State Street SPDR Portfolio Short Term Corporate Bond Index ETF (SPSB) stake by 14% in Q3 2026, buying an estimated $380K and bringing the position to 102,027 shares worth $3.02M. The position accounts for 0.75% of the portfolio, ranked #13.

OLIO Financial Planning first reported a position in SPSB in Q4 2024 and has held it in 8 quarters since. 405 funds tracked by Wall St. Rank hold SPSB as of Q3 2026.

  • OLIO Financial Planning held 102,027 shares of State Street SPDR Portfolio Short Term Corporate Bond Index ETF worth $3.02M as of Q3 2026.
  • OLIO Financial Planning bought 12,734 State Street SPDR Portfolio Short Term Corporate Bond Index ETF shares in Q3 2026, an estimated $380K.
  • State Street SPDR Portfolio Short Term Corporate Bond Index ETF made up 0.75% of OLIO Financial Planning's portfolio in Q3 2026, its #13 holding.
  • OLIO Financial Planning first reported a position in State Street SPDR Portfolio Short Term Corporate Bond Index ETF in Q4 2024 and has held it in 8 quarters since.
  • 405 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond Index ETF as of Q3 2026.

Based on OLIO Financial Planning's 13F filing for Q3 2026, filed 22 Oct 2026.