Sage Mountain Advisors
SPSB icon

Sage Mountain Advisors’s State Street SPDR Portfolio Short Term Corporate Bond Index ETF SPSB Stock Holding History

Sage Mountain 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
-603
Closed -$18.1K – 317
2026
Q1 		$18.1K Sell
603
-6,297
-91% -$190K ﹤0.01% 264
2025
Q4 		$208K Sell
6,900
-1,600
-19% -$48.4K 0.01% 470
2025
Q3 		$257K Buy
+8,500
New +$256K 0.01% 405

Other funds holding SPSB

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 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 $2.32T AUM 44.66% 1-Year Est. Return
Valmark Advisers
Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 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 22.9% 1-Year Est. Return
Advisory Alpha
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Sage Mountain Advisors's SPSB Position: Q2 2026 in Review

Sage Mountain Advisors sold out of State Street SPDR Portfolio Short Term Corporate Bond Index ETF (SPSB) in Q2 2026, closing a stake of 603 shares — an estimated $18.1K sold.

Sage Mountain Advisors first reported a position in SPSB in Q3 2025 and held it in 3 quarters. The position peaked at $257K in Q3 2025. 583 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

  • Sage Mountain Advisors reported no remaining State Street SPDR Portfolio Short Term Corporate Bond Index ETF position as of Q2 2026 after selling out during the quarter.
  • Sage Mountain Advisors sold 603 State Street SPDR Portfolio Short Term Corporate Bond Index ETF shares in Q2 2026, an estimated $18.1K.
  • Sage Mountain Advisors first reported a position in State Street SPDR Portfolio Short Term Corporate Bond Index ETF in Q3 2025 and held it in 3 quarters.
  • Sage Mountain Advisors's State Street SPDR Portfolio Short Term Corporate Bond Index ETF position peaked at $257K in Q3 2025.
  • 583 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond Index ETF as of Q2 2026.

Based on Sage Mountain Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.