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Phillips Financial Management’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Phillips Financial Management’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 		$155K Sell
5,146
-2,798
-35% -$84.5K 0.01% 203
2025
Q4 		$240K Hold
7,944
– – 0.02% 186
2025
Q3 		$241K Hold
7,944
– – 0.02% 189
2025
Q2 		$240K Hold
7,944
– – 0.02% 172
2025
Q1 		$239K Hold
7,944
– – 0.02% 170
2024
Q4 		$237K Sell
7,944
-209
-3% -$6.26K 0.02% 164
2024
Q3 		$247K Hold
8,153
– – 0.02% 169
2024
Q2 		$242K Sell
8,153
-1,905
-19% -$56.4K 0.02% 166
2024
Q1 		$299K Sell
10,058
-2,972
-23% -$88.4K 0.02% 152
2023
Q4 		$388K Buy
13,030
+298
+2% +$8.77K 0.03% 137
2023
Q3 		$373K Buy
12,732
+31
+0.2% +$910 0.04% 138
2023
Q2 		$374K Buy
12,701
+707
+6% +$20.9K 0.03% 136
2023
Q1 		$355K Buy
11,994
+16
+0.1% +$472 0.03% 136
2022
Q4 		$352K Sell
11,978
-1,038
-8% -$30.4K 0.04% 122
2022
Q3 		$380K Sell
13,016
-304
-2% -$9.02K 0.04% 119
2022
Q2 		$396K Sell
13,320
-22
-0.2% -$657 0.04% 99
2022
Q1 		$402K Buy
13,342
+4
+0% +$122 0.04% 118
2021
Q4 		$413K Buy
13,338
+13
+0.1% +$404 0.04% 85
2021
Q3 		$416K Buy
13,325
+42
+0.3% +$1.31K 0.04% 85
2021
Q2 		$416K Buy
13,283
+84
+0.6% +$2.63K 0.04% 84
2021
Q1 		$413K Buy
13,199
+17
+0.1% +$533 0.05% 83
2020
Q4 		$414K Buy
13,182
+38
+0.3% +$1.19K 0.06% 82
2020
Q3 		$412K Buy
13,144
+34
+0.3% +$1.07K 0.06% 80
2020
Q2 		$411K Buy
13,110
+40
+0.3% +$1.24K 0.07% 79
2020
Q1 		$394K Buy
13,070
+126
+1% +$3.85K 0.08% 79
2019
Q4 		$399K Buy
12,944
+63
+0.5% +$1.94K 0.07% 76
2019
Q3 		$397K Sell
12,881
-492
-4% -$15.1K 0.07% 74
2019
Q2 		$410K Sell
13,373
-1,002
-7% -$30.6K 0.08% 73
2019
Q1 		$438K Buy
14,375
+34
+0.2% +$1.03K 0.08% 76
2018
Q4 		$432K Buy
14,341
+64
+0.4% +$1.93K 0.09% 73
2018
Q3 		$430K Buy
14,277
+43
+0.3% +$1.3K 0.09% 68
2018
Q2 		$429K Sell
14,234
-1,125
-7% -$33.9K 0.09% 67
2018
Q1 		$464K Buy
15,359
+36
+0.2% +$1.09K 0.1% 64
2017
Q4 		$466K Sell
15,323
-4,733
-24% -$145K 0.1% 63
2017
Q3 		$615K Sell
20,056
-68
-0.3% -$2.08K 0.13% 64
2017
Q2 		$617K Sell
20,124
-756
-4% -$23.1K 0.14% 63
2017
Q1 		$639K Sell
20,880
-6,111
-23% -$187K 0.15% 63
2016
Q4 		$824K Sell
26,991
-696
-3% -$21.3K 0.21% 56
2016
Q3 		$849K Sell
27,687
-898
-3% -$27.6K 0.23% 53
2016
Q2 		$880K Sell
28,585
-1,706
-6% -$52.3K 0.24% 51
2016
Q1 		$927K Sell
30,291
-3,089
-9% -$94K 0.26% 49
2015
Q4 		$1.02M Sell
33,380
-966
-3% -$29.5K 0.31% 46
2015
Q3 		$1.05M Sell
34,346
-4,986
-13% -$152K 0.31% 46
2015
Q2 		$1.2M Sell
39,332
-2,041
-5% -$62.6K 0.33% 46
2015
Q1 		$1.27M Sell
41,373
-25,397
-38% -$778K 0.35% 46
2014
Q4 		$2.04M Sell
66,770
-9,755
-13% -$299K 0.58% 35
2014
Q3 		$2.35M Sell
76,525
-11,238
-13% -$345K 0.71% 33
2014
Q2 		$2.7M Sell
87,763
-8,456
-9% -$260K 0.81% 32
2014
Q1 		$2.96M Buy
96,219
+2,646
+3% +$81.3K 0.93% 28
2013
Q4 		$2.87M Buy
93,573
+3,263
+4% +$100K 0.95% 28
2013
Q3 		$2.77M Buy
90,310
+672
+0.7% +$20.6K 0.98% 26
2013
Q2 		$2.74M Buy
+89,638
New +$2.76M 1% 24

Other funds holding SPSB

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Phillips Financial Management's SPSB Position: Q1 2026 in Review

Phillips Financial Management reduced its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 35% in Q1 2026, selling an estimated $84.5K and leaving 5,146 shares worth $155K. The position accounts for 0.01% of the portfolio, ranked #203.

Phillips Financial Management first reported a position in SPSB in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.96M in Q1 2014. 571 funds tracked by Wall St. Rank hold SPSB as of Q1 2026.

  • Phillips Financial Management held 5,146 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $155K as of Q1 2026.
  • Phillips Financial Management sold 2,798 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q1 2026, an estimated $84.5K.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.01% of Phillips Financial Management's portfolio in Q1 2026, its #203 holding.
  • Phillips Financial Management first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q2 2013 and has held it in 52 quarters since.
  • Phillips Financial Management's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $2.96M in Q1 2014.
  • 571 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2026.

Based on Phillips Financial Management's 13F filing for Q1 2026, filed 16 Apr 2026.