Savant Capital’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Savant Capital’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	$918K	Buy	30,560 +15,280	+100%	+$459K	﹤0.01%	922
2026 Q1	$459K	Sell	15,280 -111	-0.7%	-$3.35K	﹤0.01%	953
2025 Q4	$465K	Sell	15,391 -331	-2%	-$10K	﹤0.01%	865
2025 Q3	$476K	Hold	15,722	–	–	﹤0.01%	815
2025 Q2	$475K	Buy	15,722 +564	+4%	+$16.9K	﹤0.01%	765
2025 Q1	$456K	Sell	15,158 -430	-3%	-$12.9K	﹤0.01%	695
2024 Q4	$465K	Sell	15,588 -2,234	-13%	-$67K	﹤0.01%	913
2024 Q3	$540K	Sell	17,822 -1,534	-8%	-$46K	﹤0.01%	840
2024 Q2	$575K	Buy	+19,356	New	+$573K	0.01%	744

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

Savant Capital's SPSB Position: Q2 2026 in Review

Savant Capital increased its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 100% in Q2 2026, buying an estimated $459K and bringing the position to 30,560 shares worth $918K. The position accounts for ﹤0.01% of the portfolio, ranked #922.

Savant Capital first reported a position in SPSB in Q2 2024 and has held it in 9 quarters since. 572 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

Savant Capital held 30,560 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $918K as of Q2 2026.
Savant Capital bought 15,280 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2026, an estimated $459K.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up ﹤0.01% of Savant Capital's portfolio in Q2 2026, its #922 holding.
Savant Capital 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.
572 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.