Principal Securities’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Principal Securities’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	$2.69M	Buy	89,550 +18,552	+26%	+$557K	0.03%	449
2026 Q1	$2.13M	Sell	70,998 -14,946	-17%	-$451K	0.03%	470
2025 Q4	$2.6M	Buy	85,944 +58,914	+218%	+$1.78M	0.04%	392
2025 Q3	$819K	Sell	27,030 -11,884	-31%	-$358K	0.01%	734
2025 Q2	$1.17M	Buy	38,914 +24,745	+175%	+$742K	0.02%	564
2025 Q1	$423K	Hold	14,169	–	–	0.01%	838
2024 Q4	$423K	Buy	14,169 +8,390	+145%	+$251K	0.01%	834
2024 Q3	$175K	Sell	5,779 -627	-10%	-$18.8K	﹤0.01%	1155
2024 Q2	$190K	Sell	6,406 -80,803	-93%	-$2.39M	0.01%	1058
2024 Q1	$2.6M	Buy	87,209 +38,052	+77%	+$1.13M	0.08%	235
2023 Q4	$1.46M	Buy	+49,157	New	+$1.45M	0.05%	314

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

Principal Securities's SPSB Position: Q2 2026 in Review

Principal Securities increased its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 26% in Q2 2026, buying an estimated $557K and bringing the position to 89,550 shares worth $2.69M. The position accounts for 0.03% of the portfolio, ranked #449.

Principal Securities first reported a position in SPSB in Q4 2023 and has held it in 11 quarters since. 574 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

Principal Securities held 89,550 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $2.69M as of Q2 2026.
Principal Securities bought 18,552 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2026, an estimated $557K.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.03% of Principal Securities's portfolio in Q2 2026, its #449 holding.
Principal Securities first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
574 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.