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 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 $147B AUM 18.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Park Square Financial Group's SPSB Position: Q1 2026 in Review

Park Square Financial Group opened a new position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q1 2026: 72 shares worth $2.17K. The stake represents 0.02% of the portfolio and ranks #207 among its holdings. This is a return to the name: Park Square Financial Group previously reported a position in SPSB as recently as Q3 2025.

Park Square Financial Group first reported a position in SPSB in Q2 2025 and has held it in 3 quarters since. 571 funds tracked by Wall St. Rank hold SPSB as of Q1 2026.

Park Square Financial Group held 72 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $2.17K as of Q1 2026.
State Street SPDR Portfolio Short Term Corporate Bond ETF was a new Park Square Financial Group position in Q1 2026.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.02% of Park Square Financial Group's portfolio in Q1 2026, its #207 holding.
Park Square Financial Group first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q2 2025 and has held it in 3 quarters since.
571 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2026.

Based on Park Square Financial Group's 13F filing for Q1 2026, filed 13 May 2026.