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

Portland Financial Advisors’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	$1.68M	Buy	56,023 +3,391	+6%	+$102K	3.07%	7
2026 Q1	$1.58M	Buy	52,632 +657	+1%	+$19.8K	3.29%	7
2025 Q4	$1.57M	Buy	51,975 +6,757	+15%	+$204K	3.34%	7
2025 Q3	$1.37M	Buy	45,218 +13,287	+42%	+$401K	2.92%	8
2025 Q2	$964K	Buy	31,931 +5,430	+20%	+$163K	2.31%	10
2025 Q1	$798K	Buy	26,501 +14,442	+120%	+$433K	2.04%	12
2024 Q4	$360K	Buy	+12,059	New	+$361K	0.97%	39

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

Portland Financial Advisors's SPSB Position: Q2 2026 in Review

Portland Financial Advisors increased its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 6.4% in Q2 2026, buying an estimated $102K and bringing the position to 56,023 shares worth $1.68M. The position accounts for 3.07% of the portfolio, ranked #7.

Portland Financial Advisors first reported a position in SPSB in Q4 2024 and has held it in 7 quarters since. 571 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

Portland Financial Advisors held 56,023 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $1.68M as of Q2 2026.
Portland Financial Advisors bought 3,391 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2026, an estimated $102K.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up 3.07% of Portland Financial Advisors's portfolio in Q2 2026, its #7 holding.
Portland Financial Advisors 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.
571 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

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