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

PlanVest Financial’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 		$626K Buy
20,850
+3,500
+20% +$105K 0.42% 44
2026
Q1 		$522K Buy
+17,350
New +$524K 0.4% 45

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 $1.9T AUM 41.92% 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 $1.37T AUM 24.88% 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

PlanVest Financial's SPSB Position: Q2 2026 in Review

PlanVest Financial increased its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 20% in Q2 2026, buying an estimated $105K and bringing the position to 20,850 shares worth $626K. The position accounts for 0.42% of the portfolio, ranked #44.

PlanVest Financial first reported a position in SPSB in Q1 2026 and has held it in 2 quarters since. 552 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

  • PlanVest Financial held 20,850 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $626K as of Q2 2026.
  • PlanVest Financial bought 3,500 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2026, an estimated $105K.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.42% of PlanVest Financial's portfolio in Q2 2026, its #44 holding.
  • PlanVest Financial first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 552 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.