Sigma Planning Corp
SPSB icon

Sigma Planning Corp’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Sigma Planning Corp’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
Q3 		$1.99M Buy
67,295
+639
+1% +$19.1K 0.05% 352
2026
Q2 		$2M Buy
66,656
+33
+0% +$990 0.05% 367
2026
Q1 		$2M Sell
66,623
-9,384
-12% -$283K 0.06% 331
2025
Q4 		$2.32M Buy
76,007
+5,079
+7% +$153K 0.06% 299
2025
Q3 		$2.15M Buy
70,928
+1,612
+2% +$48.6K 0.06% 306
2025
Q2 		$2.09M Buy
69,316
+7,721
+13% +$232K 0.06% 296
2025
Q1 		$1.85M Sell
61,595
-1,254
-2% -$37.6K 0.06% 305
2024
Q4 		$1.88M Buy
62,849
+1,773
+3% +$53.1K 0.06% 298
2024
Q3 		$1.85M Sell
61,076
-59,785
-49% -$1.79M 0.06% 311
2024
Q2 		$3.59M Buy
120,861
+7,493
+7% +$222K 0.11% 178
2024
Q1 		$3.37M Buy
113,368
+76,250
+205% +$2.27M 0.11% 201
2023
Q4 		$1.11M Sell
37,118
-55,286
-60% -$1.63M 0.09% 251
2023
Q3 		$2.71M Sell
92,404
-3,543
-4% -$104K 0.1% 209
2023
Q2 		$2.82M Buy
95,947
+3,895
+4% +$115K 0.1% 220
2023
Q1 		$2.73M Buy
92,052
+11,914
+15% +$351K 0.09% 230
2022
Q4 		$2.35M Buy
80,138
+50,864
+174% +$1.49M 0.08% 249
2022
Q3 		$855K Buy
29,274
+11,157
+62% +$331K 0.03% 516
2022
Q2 		$539K Sell
18,117
-1,218
-6% -$36.4K 0.02% 717
2022
Q1 		$583K Buy
19,335
+3,354
+21% +$102K 0.02% 780
2021
Q4 		$495K Buy
15,981
+768
+5% +$23.9K 0.01% 861
2021
Q3 		$475K Buy
15,213
+3,754
+33% +$117K 0.01% 847
2021
Q2 		$359K Buy
11,459
+2,114
+23% +$66.2K 0.01% 989
2021
Q1 		$293K Buy
9,345
+792
+9% +$24.8K 0.01% 1002
2020
Q4 		$269K Buy
8,553
+562
+7% +$17.6K 0.01% 961
2020
Q3 		$251K Buy
+7,991
New +$251K 0.01% 857

Other funds holding SPSB

Gemmer Asset Management
Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return
Rodgers & Associates
Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return
Arkansas Financial Group
Arkansas Financial Group Little Rock, Arkansas $751M AUM 9.21% 1-Year Est. Return
Willow Creek Wealth Management
Willow Creek Wealth Management Sebastopol, California $1.52B AUM
Quattro Financial Advisors
Quattro Financial Advisors The Woodlands, Texas $483M AUM 11.42% 1-Year Est. Return
Hudson Valley Investment Advisors
Hudson Valley Investment Advisors Goshen, New York $802M AUM 25.34% 1-Year Est. Return
Walker Financial Services
Walker Financial Services Bowling Green, Kentucky $341M AUM 5.38% 1-Year Est. Return
Cherry Tree Wealth Management
Cherry Tree Wealth Management Minnetonka, Minnesota $531M AUM 9.26% 1-Year Est. Return
Cedar Mountain Advisors
Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return

Sigma Planning Corp's SPSB Position: Q3 2026 in Review

Sigma Planning Corp increased its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 0.96% in Q3 2026, buying an estimated $19.1K and bringing the position to 67,295 shares worth $1.99M. The position accounts for 0.05% of the portfolio, ranked #352.

Sigma Planning Corp first reported a position in SPSB in Q3 2020 and has held it in 25 quarters since. The position peaked at $3.59M in Q2 2024. 180 funds tracked by Wall St. Rank hold SPSB as of Q3 2026.

  • Sigma Planning Corp held 67,295 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $1.99M as of Q3 2026.
  • Sigma Planning Corp bought 639 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q3 2026, an estimated $19.1K.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.05% of Sigma Planning Corp's portfolio in Q3 2026, its #352 holding.
  • Sigma Planning Corp first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q3 2020 and has held it in 25 quarters since.
  • Sigma Planning Corp's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $3.59M in Q2 2024.
  • 180 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.