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Phillip James Consulting’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Phillip James Consulting’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 		$136K Buy
+4,544
New +$136K 0.09% 62

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
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
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
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

Phillip James Consulting's SPSB Position: Q2 2026 in Review

Phillip James Consulting opened a new position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q2 2026: 4,544 shares worth $136K. The stake represents 0.09% of the portfolio and ranks #62 among its holdings.

552 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

  • Phillip James Consulting held 4,544 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $136K as of Q2 2026.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF was a new Phillip James Consulting position in Q2 2026.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.09% of Phillip James Consulting's portfolio in Q2 2026, its #62 holding.
  • 552 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on Phillip James Consulting's 13F filing for Q2 2026, filed 28 Jul 2026.