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PFG Investments’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

PFG Investments’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
-7,095
Closed -$213K – 1336
2026
Q1 		$213K Buy
7,095
+13
+0.2% +$392 0.01% 1036
2025
Q4 		$214K Sell
7,082
-2,044
-22% -$61.8K 0.01% 985
2025
Q3 		$276K Buy
9,126
+197
+2% +$5.94K 0.01% 828
2025
Q2 		$270K Sell
8,929
-11,915
-57% -$357K 0.02% 778
2025
Q1 		$627K Buy
20,844
+13,940
+202% +$418K 0.04% 415
2024
Q4 		$206K Buy
6,904
+45
+0.7% +$1.35K 0.01% 894
2024
Q3 		$208K Sell
6,859
-13,611
-66% -$408K 0.01% 883
2024
Q2 		$608K Sell
20,470
-92,492
-82% -$2.74M 0.04% 385
2024
Q1 		$3.36M Buy
112,962
+97,890
+649% +$2.91M 0.2% 101
2023
Q4 		$449K Buy
+15,072
New +$444K 0.08% 264
2023
Q2 		– Sell
-14,897
Closed -$441K – 538
2023
Q1 		$441K Buy
+14,897
New +$439K 0.09% 263

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

PFG Investments's SPSB Position: Q2 2026 in Review

PFG Investments sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q2 2026, closing a stake of 7,095 shares — an estimated $213K sold.

PFG Investments first reported a position in SPSB in Q1 2023 and held it in 11 quarters. The position peaked at $3.36M in Q1 2024. 571 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

  • PFG Investments reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • PFG Investments sold 7,095 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2026, an estimated $213K.
  • PFG Investments first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q1 2023 and held it in 11 quarters.
  • PFG Investments's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $3.36M in Q1 2024.
  • 571 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.