SPC
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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
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

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Sigma Planning Corp's SPSB Position: Q1 2026 in Review

Sigma Planning Corp reduced its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 12% in Q1 2026, selling an estimated $283K and leaving 66,623 shares worth $2M. The position accounts for 0.06% of the portfolio, ranked #331.

Sigma Planning Corp first reported a position in SPSB in Q3 2020 and has held it in 23 quarters since. The position peaked at $3.59M in Q2 2024. 570 funds tracked by Wall St. Rank hold SPSB as of Q1 2026.

  • Sigma Planning Corp held 66,623 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $2M as of Q1 2026.
  • Sigma Planning Corp sold 9,384 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q1 2026, an estimated $283K.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.06% of Sigma Planning Corp's portfolio in Q1 2026, its #331 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 23 quarters since.
  • Sigma Planning Corp's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $3.59M in Q2 2024.
  • 570 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.