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

Orin Green Financial’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 		$3.92M Buy
130,628
+2,184
+2% +$65.5K 1.45% 18
2026
Q1 		$3.86M Sell
128,444
-1,347
-1% -$40.7K 1.58% 17
2025
Q4 		$3.92M Buy
129,791
+1,548
+1% +$46.8K 1.57% 17
2025
Q3 		$3.88M Buy
128,243
+545
+0.4% +$16.4K 1.55% 17
2025
Q2 		$3.86M Buy
127,698
+11,916
+10% +$357K 1.63% 16
2025
Q1 		$3.47M Buy
+115,782
New +$3.47M 1.64% 17
2024
Q4 		– Sell
-115,811
Closed -$3.47M – 16
2024
Q3 		$3.51M Buy
115,811
+9,428
+9% +$283K 1.51% 16
2024
Q2 		$3.16M Buy
+106,383
New +$3.15M 1.46% 16
2024
Q1 		– Sell
-97,631
Closed -$2.9M – 16
2023
Q4 		$2.91M Sell
97,631
-131
-0.1% -$3.85K 1.43% 16
2023
Q3 		$2.87M Buy
97,762
+11,410
+13% +$335K 1.59% 16
2023
Q2 		$2.54M Buy
86,352
+432
+0.5% +$12.8K 1.33% 19
2023
Q1 		$2.55M Buy
85,920
+504
+0.6% +$14.9K 1.38% 19
2022
Q4 		$2.51M Buy
85,416
+46,582
+120% +$1.36M 1.47% 19
2022
Q3 		$1.13M Buy
38,834
+2,624
+7% +$77.9K 0.74% 27
2022
Q2 		$1.08M Buy
36,210
+506
+1% +$15.1K 0.67% 27
2022
Q1 		$1.08M Sell
35,704
-287
-0.8% -$8.76K 0.7% 28
2021
Q4 		$1.1M Buy
35,991
+1,445
+4% +$44.9K 0.79% 26
2021
Q3 		$1.08M Buy
34,546
+1,808
+6% +$56.5K 0.75% 27
2021
Q2 		$1.02M Buy
32,738
+5,996
+22% +$188K 0.73% 25
2021
Q1 		$837K Buy
26,742
+1,735
+7% +$54.4K 0.68% 29
2020
Q4 		$785K Buy
+25,007
New +$784K 0.62% 33

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

Orin Green Financial's SPSB Position: Q2 2026 in Review

Orin Green Financial increased its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 1.7% in Q2 2026, buying an estimated $65.5K and bringing the position to 130,628 shares worth $3.92M. The position accounts for 1.45% of the portfolio, ranked #18.

Orin Green Financial first reported a position in SPSB in Q4 2020 and has held it in 21 quarters since. 571 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

  • Orin Green Financial held 130,628 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $3.92M as of Q2 2026.
  • Orin Green Financial bought 2,184 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2026, an estimated $65.5K.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up 1.45% of Orin Green Financial's portfolio in Q2 2026, its #18 holding.
  • Orin Green Financial first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2020 and has held it in 21 quarters since.
  • 571 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on Orin Green Financial's 13F filing for Q2 2026, filed 13 Jul 2026.