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

Prospera Financial 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	$5.19M	Buy	172,834 +25,407	+17%	+$762K	0.08%	276
2026 Q1	$4.43M	Sell	147,427 -17,116	-10%	-$517K	0.07%	287
2025 Q4	$4.97M	Buy	164,543 +3,348	+2%	+$101K	0.08%	247
2025 Q3	$4.88M	Buy	161,195 +16,808	+12%	+$507K	0.08%	252
2025 Q2	$4.36M	Sell	144,387 -11,408	-7%	-$342K	0.08%	255
2025 Q1	$4.69M	Buy	+155,795	New	+$4.67M	0.11%	210
2024 Q3	–	Sell	-108,239	Closed	-$3.21M	–	1190
2024 Q2	$3.21M	Sell	108,239 -13,939	-11%	-$413K	0.09%	249
2024 Q1	$3.64M	Sell	122,178 -8,208	-6%	-$244K	0.11%	211
2023 Q4	$3.88M	Buy	130,386 +122,577	+1,570%	+$3.61M	0.13%	183
2023 Q3	$229K	Sell	7,809 -11,362	-59%	-$334K	0.01%	902
2023 Q2	$564K	Sell	19,171 -200,664	-91%	-$5.92M	0.02%	579
2023 Q1	$6.51M	Sell	219,835 -8,137	-4%	-$240K	0.27%	93
2022 Q4	$6.7M	Sell	227,972 -1,651	-0.7%	-$48.3K	0.34%	73
2022 Q3	$6.71M	Buy	229,623 +20,639	+10%	+$613K	0.35%	56
2022 Q2	$6.21M	Buy	208,984 +201,096	+2,549%	+$6.01M	0.32%	64
2022 Q1	$238K	Sell	7,888 -12,128	-61%	-$370K	0.01%	826
2021 Q4	$620K	Buy	20,016 +11,426	+133%	+$355K	0.03%	513
2021 Q3	$269K	Buy	8,590 +215	+3%	+$6.72K	0.01%	689
2021 Q2	$263K	Buy	8,375 +281	+3%	+$8.8K	0.01%	694
2021 Q1	$254K	Buy	+8,094	New	+$254K	0.02%	666
2020 Q4	–	Sell	-3,837	Closed	-$120K	–	1442
2020 Q3	$120K	Buy	+3,837	New	+$120K	0.05%	364
2016 Q1	–	Sell	-248,946	Closed	-$7.57M	–	368
2015 Q4	$7.57M	Buy	248,946 +27,652	+12%	+$844K	1.66%	9
2015 Q3	$6.75M	Buy	221,294 +31,069	+16%	+$948K	1.71%	9
2015 Q2	$5.82M	Buy	+190,225	New	+$5.83M	1.39%	9

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

Prospera Financial Services's SPSB Position: Q2 2026 in Review

Prospera Financial Services increased its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 17% in Q2 2026, buying an estimated $762K and bringing the position to 172,834 shares worth $5.19M. The position accounts for 0.08% of the portfolio, ranked #276.

Prospera Financial Services first reported a position in SPSB in Q2 2015 and has held it in 24 quarters since. The position peaked at $7.57M in Q4 2015. 571 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

Prospera Financial Services held 172,834 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $5.19M as of Q2 2026.
Prospera Financial Services bought 25,407 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2026, an estimated $762K.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.08% of Prospera Financial Services's portfolio in Q2 2026, its #276 holding.
Prospera Financial Services first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q2 2015 and has held it in 24 quarters since.
Prospera Financial Services's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $7.57M in Q4 2015.
571 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.