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

Rockbridge Investment Management’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 Q1	$1.29M	Sell	42,875 -686	-2%	-$20.7K	0.12%	55
2025 Q4	$1.32M	Sell	43,561 -13	-0%	-$393	0.12%	55
2025 Q3	$1.32M	Sell	43,574 -1,612	-4%	-$48.6K	0.13%	53
2025 Q2	$1.36M	Sell	45,186 -195	-0.4%	-$5.85K	0.15%	51
2025 Q1	$1.37M	Buy	45,381 +1,748	+4%	+$52.4K	0.16%	47
2024 Q4	$1.3M	Sell	43,633 -961	-2%	-$28.8K	0.17%	51
2024 Q3	$1.35M	Sell	44,594 -4,207	-9%	-$126K	0.17%	50
2024 Q2	$1.45M	Sell	48,801 -315	-0.6%	-$9.33K	0.21%	43
2024 Q1	$1.46M	Sell	49,116 -1,926	-4%	-$57.3K	0.21%	43
2023 Q4	$1.52M	Sell	51,042 -1,910	-4%	-$56.2K	0.23%	43
2023 Q3	$1.55M	Sell	52,952 -2,771	-5%	-$81.4K	0.27%	39
2023 Q2	$1.64M	Sell	55,723 -1,687	-3%	-$49.8K	0.29%	37
2023 Q1	$1.7M	Buy	57,410 +29	+0.1%	+$855	0.31%	37
2022 Q4	$1.69M	Buy	57,381 +1,614	+3%	+$47.2K	0.34%	37
2022 Q3	$1.63M	Buy	55,767 +11,068	+25%	+$329K	0.38%	36
2022 Q2	$1.33M	Sell	44,699 -10,067	-18%	-$301K	0.29%	37
2022 Q1	$1.65M	Buy	54,766 +463	+0.9%	+$14.1K	0.25%	50
2021 Q4	$1.68M	Buy	54,303 +1,068	+2%	+$33.2K	0.25%	53
2021 Q3	$1.66M	Buy	53,235 +928	+2%	+$29K	0.28%	48
2021 Q2	$1.64M	Sell	52,307 -411	-0.8%	-$12.9K	0.28%	50
2021 Q1	$1.65M	Sell	52,718 -2,271	-4%	-$71.2K	0.31%	47
2020 Q4	$1.73M	Sell	54,989 -242	-0.4%	-$7.59K	0.35%	41
2020 Q3	$1.73M	Sell	55,231 -277	-0.5%	-$8.69K	0.41%	37
2020 Q2	$1.74M	Buy	+55,508	New	+$1.72M	0.45%	37

Other funds holding SPSB

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Rockbridge Investment Management's SPSB Position: Q1 2026 in Review

Rockbridge Investment Management reduced its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 1.6% in Q1 2026, selling an estimated $20.7K and leaving 42,875 shares worth $1.29M. The position accounts for 0.12% of the portfolio, ranked #55.

Rockbridge Investment Management first reported a position in SPSB in Q2 2020 and has held it in 24 quarters since. The position peaked at $1.74M in Q2 2020. 571 funds tracked by Wall St. Rank hold SPSB as of Q1 2026.

Rockbridge Investment Management held 42,875 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $1.29M as of Q1 2026.
Rockbridge Investment Management sold 686 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q1 2026, an estimated $20.7K.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.12% of Rockbridge Investment Management's portfolio in Q1 2026, its #55 holding.
Rockbridge Investment Management first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q2 2020 and has held it in 24 quarters since.
Rockbridge Investment Management's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $1.74M in Q2 2020.
571 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2026.

Based on Rockbridge Investment Management's 13F filing for Q1 2026, filed 14 May 2026.