SAG
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SageView Advisory Group’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

SageView Advisory Group’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 		$6.29M Buy
209,484
+197,869
+1,704% +$5.94M 0.21% 65
2026
Q1 		$349K Buy
+11,615
New +$351K 0.01% 432

Other funds holding SPSB

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
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
AFG
Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return

SageView Advisory Group's SPSB Position: Q2 2026 in Review

SageView Advisory Group increased its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 1,704% in Q2 2026, buying an estimated $5.94M and bringing the position to 209,484 shares worth $6.29M. The position accounts for 0.21% of the portfolio, ranked #65.

SageView Advisory Group first reported a position in SPSB in Q1 2026 and has held it in 2 quarters since. 421 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

  • SageView Advisory Group held 209,484 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $6.29M as of Q2 2026.
  • SageView Advisory Group bought 197,869 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2026, an estimated $5.94M.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.21% of SageView Advisory Group's portfolio in Q2 2026, its #65 holding.
  • SageView Advisory Group first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 421 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.