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

Quattro 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	$36.5M	Buy	1,214,781 +991,082	+443%	+$29.7M	7.79%	1
2026 Q1	$6.73M	Sell	223,699 -14,670	-6%	-$443K	2.03%	15
2025 Q4	$7.2M	Sell	238,369 -183	-0.1%	-$5.53K	2.15%	13
2025 Q3	$7.23M	Sell	238,552 -6,929	-3%	-$209K	2.29%	13
2025 Q2	$7.41M	Sell	245,481 -3,296	-1%	-$98.9K	2.61%	11
2025 Q1	$7.49M	Buy	248,777 +371	+0.1%	+$11.1K	2.57%	12
2024 Q4	$7.43M	Sell	248,406 -929	-0.4%	-$27.8K	1.92%	15
2024 Q3	$7.49M	Buy	249,335 +90,632	+57%	+$2.72M	2.12%	17
2024 Q2	$4.71M	Buy	+158,703	New	+$4.7M	1.23%	25

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

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

Quattro Financial Advisors increased its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 443% in Q2 2026, buying an estimated $29.7M and bringing the position to 1,214,781 shares worth $36.5M. The position accounts for 7.79% of the portfolio, ranked #1.

Quattro Financial Advisors first reported a position in SPSB in Q2 2024 and has held it in 9 quarters since. 573 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

Quattro Financial Advisors held 1,214,781 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $36.5M as of Q2 2026.
Quattro Financial Advisors bought 991,082 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2026, an estimated $29.7M.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up 7.79% of Quattro Financial Advisors's portfolio in Q2 2026, its #1 holding.
Quattro Financial Advisors first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q2 2024 and has held it in 9 quarters since.
573 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on Quattro Financial Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.