&Partners’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

&Partners’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	$5.16M	Sell	171,568 -5,028	-3%	-$152K	0.03%	515
2025 Q4	$5.32M	Sell	176,596 -7,451	-4%	-$225K	0.03%	471
2025 Q3	$5.57M	Sell	184,047 -6,644	-3%	-$200K	0.04%	393
2025 Q2	$5.8M	Buy	190,691 +140,050	+277%	+$4.2M	0.04%	332
2025 Q1	$1.52M	Buy	50,641 +19,699	+64%	+$590K	0.02%	644
2024 Q4	$924K	Buy	30,942 +16,288	+111%	+$488K	0.01%	801
2024 Q3	$447K	Buy	+14,654	New	+$440K	0.01%	919

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

&Partners's SPSB Position: Q1 2026 in Review

&Partners reduced its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 2.8% in Q1 2026, selling an estimated $152K and leaving 171,568 shares worth $5.16M. The position accounts for 0.03% of the portfolio, ranked #515.

&Partners first reported a position in SPSB in Q3 2024 and has held it in 7 quarters since. The position peaked at $5.8M in Q2 2025. 571 funds tracked by Wall St. Rank hold SPSB as of Q1 2026.

&Partners held 171,568 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $5.16M as of Q1 2026.
&Partners sold 5,028 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q1 2026, an estimated $152K.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.03% of &Partners's portfolio in Q1 2026, its #515 holding.
&Partners first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q3 2024 and has held it in 7 quarters since.
&Partners's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $5.8M in Q2 2025.
571 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.