PKS Advisory Services’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

PKS Advisory Services’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	$710K	Sell	23,670 -2,234	-9%	-$67K	0.11%	176
2026 Q1	$779K	Sell	25,904 -692	-3%	-$20.9K	0.18%	114
2025 Q4	$803K	Sell	26,596 -1,955	-7%	-$59.1K	0.18%	107
2025 Q3	$804K	Sell	28,551 -9,074	-24%	-$274K	0.17%	108
2025 Q2	$1.14M	Buy	37,625 +10	+0%	+$300	0.28%	69
2025 Q1	$1.13M	Buy	37,615 +19,112	+103%	+$573K	0.31%	62
2024 Q4	$553K	Buy	+18,503	New	+$555K	0.14%	130

Other funds holding SPSB

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

PKS Advisory Services's SPSB Position: Q2 2026 in Review

PKS Advisory Services reduced its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 8.6% in Q2 2026, selling an estimated $67K and leaving 23,670 shares worth $710K. The position accounts for 0.11% of the portfolio, ranked #176.

PKS Advisory Services first reported a position in SPSB in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.14M in Q2 2025. 572 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

PKS Advisory Services held 23,670 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $710K as of Q2 2026.
PKS Advisory Services sold 2,234 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2026, an estimated $67K.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.11% of PKS Advisory Services's portfolio in Q2 2026, its #176 holding.
PKS Advisory Services first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
PKS Advisory Services's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $1.14M in Q2 2025.
572 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on PKS Advisory Services's 13F filing for Q2 2026, filed 4 Aug 2026.