Park Square Financial Group’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Park Square Financial Group’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	–	Sell	-72	Closed	-$2.17K	–	254
2026 Q1	$2.17K	Buy	+72	New	+$2.17K	0.02%	207
2025 Q4	–	Sell	-14	Closed	-$424	–	298
2025 Q3	$424	Sell	14 -29	-67%	-$875	﹤0.01%	237
2025 Q2	$1.3K	Buy	+43	New	+$1.29K	﹤0.01%	938

Other funds holding SPSB

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Park Square Financial Group's SPSB Position: Q2 2026 in Review

Park Square Financial Group sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q2 2026, closing a stake of 72 shares — an estimated $2.17K sold.

Park Square Financial Group first reported a position in SPSB in Q2 2025 and held it in 3 quarters. The position peaked at $2.17K in Q1 2026. 574 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

Park Square Financial Group reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
Park Square Financial Group sold 72 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2026, an estimated $2.17K.
Park Square Financial Group first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q2 2025 and held it in 3 quarters.
Park Square Financial Group's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $2.17K in Q1 2026.
574 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on Park Square Financial Group's 13F filing for Q2 2026, filed 31 Jul 2026.