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Signet Financial Management’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Signet Financial Management’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 		$4.54M Sell
150,914
-2,621
-2% -$79.1K 0.51% 61
2025
Q4 		$4.64M Sell
153,535
-6,370
-4% -$193K 0.52% 64
2025
Q3 		$4.84M Sell
159,905
-3,075
-2% -$92.8K 0.56% 53
2025
Q2 		$4.92M Buy
162,980
+1,314
+0.8% +$39.4K 0.62% 48
2025
Q1 		$4.87M Sell
161,666
-17,601
-10% -$527K 0.66% 42
2024
Q4 		$5.35M Buy
179,267
+8,507
+5% +$255K 0.68% 38
2024
Q3 		$5.17M Buy
170,760
+7,209
+4% +$216K 0.66% 39
2024
Q2 		$4.86M Buy
163,551
+18,738
+13% +$555K 0.66% 41
2024
Q1 		$4.31M Buy
144,813
+19,874
+16% +$591K 0.59% 45
2023
Q4 		$3.72M Buy
124,939
+10,552
+9% +$311K 0.56% 56
2023
Q3 		$3.35M Buy
114,387
+12,600
+12% +$370K 0.55% 57
2023
Q2 		$3M Buy
101,787
+5,809
+6% +$172K 0.47% 69
2023
Q1 		$2.84M Sell
95,978
-2,370
-2% -$69.9K 0.48% 66
2022
Q4 		$2.89M Buy
98,348
+21,309
+28% +$624K 0.52% 61
2022
Q3 		$2.25M Buy
77,039
+28,016
+57% +$832K 0.44% 69
2022
Q2 		$1.46M Buy
49,023
+42,005
+599% +$1.26M 0.28% 101
2022
Q1 		$211K Sell
7,018
-1,153
-14% -$35.2K 0.04% 237
2021
Q4 		$253K Sell
8,171
-486
-6% -$15.1K 0.04% 226
2021
Q3 		$271K Sell
8,657
-753
-8% -$23.5K 0.05% 218
2021
Q2 		$295K Sell
9,410
-977
-9% -$30.6K 0.1% 102
2021
Q1 		$325K Sell
10,387
-2,658
-20% -$83.3K 0.06% 192
2020
Q4 		$410K Sell
13,045
-32,639
-71% -$1.02M 0.08% 180
2020
Q3 		$1.43M Sell
45,684
-39,594
-46% -$1.24M 0.32% 90
2020
Q2 		$2.68M Sell
85,278
-36,341
-30% -$1.13M 0.6% 53
2020
Q1 		$3.76M Sell
121,619
-127,165
-51% -$3.89M 0.89% 31
2019
Q4 		$7.67M Buy
248,784
+10,885
+5% +$336K 1.43% 9
2019
Q3 		$7.33M Buy
237,899
+20,600
+9% +$634K 1.43% 10
2019
Q2 		$6.68M Buy
217,299
+67,976
+46% +$2.08M 1.32% 14
2019
Q1 		$4.54M Buy
149,323
+55,365
+59% +$1.68M 0.89% 40
2018
Q4 		$2.83M Buy
93,958
+36,991
+65% +$1.11M 0.62% 61
2018
Q3 		$1.72M Buy
56,967
+7,139
+14% +$215K 0.3% 95
2018
Q2 		$1.5M Buy
49,828
+14,528
+41% +$438K 0.27% 96
2018
Q1 		$1.07M Buy
35,300
+21,204
+150% +$642K 0.19% 114
2017
Q4 		$429K Buy
+14,096
New +$431K 0.08% 155

Other funds holding SPSB

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 22.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Signet Financial Management's SPSB Position: Q1 2026 in Review

Signet Financial Management reduced its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 1.7% in Q1 2026, selling an estimated $79.1K and leaving 150,914 shares worth $4.54M. The position accounts for 0.51% of the portfolio, ranked #61.

Signet Financial Management first reported a position in SPSB in Q4 2017 and has held it in 34 quarters since. The position peaked at $7.67M in Q4 2019. 573 funds tracked by Wall St. Rank hold SPSB as of Q1 2026.

  • Signet Financial Management held 150,914 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $4.54M as of Q1 2026.
  • Signet Financial Management sold 2,621 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q1 2026, an estimated $79.1K.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.51% of Signet Financial Management's portfolio in Q1 2026, its #61 holding.
  • Signet Financial Management first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2017 and has held it in 34 quarters since.
  • Signet Financial Management's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $7.67M in Q4 2019.
  • 573 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2026.

Based on Signet Financial Management's 13F filing for Q1 2026, filed 5 May 2026.