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

Realta Investment 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 		– Sell
-376
Closed -$11.3K – 407
2026
Q1 		$11.3K Buy
+376
New +$11.4K ﹤0.01% 295
2025
Q2 		– Sell
-4,150
Closed -$125K – 337
2025
Q1 		$125K Sell
4,150
-6,500
-61% -$195K 0.06% 196
2024
Q4 		$318K Buy
10,650
+500
+5% +$15K 0.13% 136
2024
Q3 		$305K Sell
10,150
-135
-1% -$4.05K 0.14% 139
2024
Q2 		$305K Hold
10,285
– – 0.06% 307
2024
Q1 		$306K Sell
10,285
-150
-1% -$4.46K 0.06% 311
2023
Q4 		$311K Sell
10,435
-3,700
-26% -$109K 0.07% 306
2023
Q3 		$416K Hold
14,135
– – 0.1% 238
2023
Q2 		$416K Hold
14,135
– – 0.09% 245
2023
Q1 		$419K Sell
14,135
-44
-0.3% -$1.3K 0.1% 231
2022
Q4 		$417K Hold
14,179
– – 0.1% 236
2022
Q3 		$414K Buy
14,179
+3,000
+27% +$89.1K 0.11% 221
2022
Q2 		$333K Sell
11,179
-4,125
-27% -$123K 0.08% 258
2022
Q1 		$461K Buy
15,304
+4,725
+45% +$144K 0.09% 229
2021
Q4 		$328K Buy
10,579
+444
+4% +$13.8K 0.07% 289
2021
Q3 		$317K Sell
10,135
-1,300
-11% -$40.7K 0.07% 286
2021
Q2 		$358K Hold
11,435
– – 0.08% 258
2021
Q1 		$358K Buy
11,435
+4,800
+72% +$150K 0.09% 250
2020
Q4 		$208K Buy
+6,635
New +$208K 0.06% 306
2020
Q1 		– Sell
-3,135
Closed -$97K – 1235
2019
Q4 		$97K Hold
3,135
– – 0.03% 512
2019
Q3 		$97K Buy
3,135
+135
+5% +$4.16K 0.03% 510
2019
Q2 		$92K Buy
+3,000
New +$91.7K 0.03% 522

Other funds holding SPSB

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Realta Investment Advisors's SPSB Position: Q2 2026 in Review

Realta Investment Advisors sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q2 2026, closing a stake of 376 shares — an estimated $11.3K sold.

Realta Investment Advisors first reported a position in SPSB in Q2 2019 and held it in 22 quarters. The position peaked at $461K in Q1 2022. 571 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

  • Realta Investment Advisors reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Realta Investment Advisors sold 376 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2026, an estimated $11.3K.
  • Realta Investment Advisors first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q2 2019 and held it in 22 quarters.
  • Realta Investment Advisors's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $461K in Q1 2022.
  • 571 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on Realta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.