Portside Wealth Group’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Portside Wealth Group’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	$2.25M	Buy	75,027 +3,166	+4%	+$95K	0.26%	85
2026 Q1	$2.16M	Buy	71,861 +1,334	+2%	+$40.3K	0.29%	81
2025 Q4	$2.13M	Buy	70,527 +2,381	+3%	+$72K	0.29%	78
2025 Q3	$2.06M	Buy	68,146 +957	+1%	+$28.9K	0.28%	80
2025 Q2	$2.03M	Buy	67,189 +230	+0.3%	+$6.9K	0.3%	76
2025 Q1	$2.02M	Buy	66,959 +1,728	+3%	+$51.8K	0.33%	76
2024 Q4	$1.95M	Buy	65,231 +14,678	+29%	+$440K	0.32%	73
2024 Q3	$1.53M	Buy	50,553 +5,587	+12%	+$168K	0.26%	92
2024 Q2	$1.34M	Sell	44,966 -46,472	-51%	-$1.38M	0.25%	95
2024 Q1	$2.72M	Sell	91,438 -8,254	-8%	-$246K	0.5%	53
2023 Q4	$2.97M	Sell	99,692 -10,036	-9%	-$295K	0.55%	47
2023 Q3	$3.22M	Sell	109,728 -1,834	-2%	-$53.9K	0.61%	43
2023 Q2	$3.28M	Buy	+111,562	New	+$3.29M	0.61%	43

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

Portside Wealth Group's SPSB Position: Q2 2026 in Review

Portside Wealth Group increased its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 4.4% in Q2 2026, buying an estimated $95K and bringing the position to 75,027 shares worth $2.25M. The position accounts for 0.26% of the portfolio, ranked #85.

Portside Wealth Group first reported a position in SPSB in Q2 2023 and has held it in 13 quarters since. The position peaked at $3.28M in Q2 2023. 572 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

Portside Wealth Group held 75,027 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $2.25M as of Q2 2026.
Portside Wealth Group bought 3,166 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2026, an estimated $95K.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.26% of Portside Wealth Group's portfolio in Q2 2026, its #85 holding.
Portside Wealth Group first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q2 2023 and has held it in 13 quarters since.
Portside Wealth Group's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $3.28M in Q2 2023.
572 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.