Silver Lake Advisory’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Silver Lake Advisory’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	$4.7M	Buy	156,151 +6,355	+4%	+$192K	1.86%	17
2025 Q4	$4.52M	Buy	149,796 +14,058	+10%	+$425K	1.75%	20
2025 Q3	$4.11M	Buy	135,738 +2,021	+2%	+$61K	1.64%	22
2025 Q2	$4.04M	Sell	133,717 -1,054	-0.8%	-$31.6K	1.72%	18
2025 Q1	$4.06M	Sell	134,771 -1,450	-1%	-$43.4K	1.77%	18
2024 Q4	$4.07M	Sell	136,221 -1,042	-0.8%	-$31.2K	1.79%	21
2024 Q3	$4.16M	Sell	137,263 -5,606	-4%	-$168K	1.7%	23
2024 Q2	$4.24M	Buy	142,869 +5,714	+4%	+$169K	1.91%	21
2024 Q1	$4.08M	Sell	137,155 -1,091	-0.8%	-$32.5K	1.82%	23
2023 Q4	$4.12M	Buy	138,246 +228	+0.2%	+$6.71K	2.31%	19
2023 Q3	$4.05M	Buy	138,018 +410	+0.3%	+$12K	2.5%	14
2023 Q2	$4.05M	Sell	137,608 -4,096	-3%	-$121K	2.17%	16
2023 Q1	$4.2M	Sell	141,704 -6,038	-4%	-$178K	2.33%	13
2022 Q4	$4.34M	Buy	147,742 +7,278	+5%	+$213K	2.65%	12
2022 Q3	$4.1M	Sell	140,464 -2,888	-2%	-$85.7K	2.4%	12
2022 Q2	$4.26M	Buy	143,352 +354	+0.2%	+$10.6K	2.33%	12
2022 Q1	$4.31M	Sell	142,998 -4,986	-3%	-$152K	2.05%	12
2021 Q4	$4.58M	Buy	147,984 +350	+0.2%	+$10.9K	2.12%	12
2021 Q3	$4.61M	Buy	147,634 +1,172	+0.8%	+$36.7K	2.27%	13
2021 Q2	$4.58M	Sell	146,462 -2,506	-2%	-$78.5K	2.19%	13
2021 Q1	$4.66M	Buy	148,968 +4,451	+3%	+$140K	2.37%	9
2020 Q4	$4.54M	Buy	144,517 +816	+0.6%	+$25.6K	2.48%	10
2020 Q3	$4.51M	Sell	143,701 -965	-0.7%	-$30.3K	2.77%	8
2020 Q2	$4.53M	Buy	144,666 +136	+0.1%	+$4.22K	2.9%	7
2020 Q1	$4.37M	Buy	144,530 +4,241	+3%	+$130K	3.21%	7
2019 Q4	$4.33M	Buy	140,289 +34,447	+33%	+$1.06M	2.61%	11
2019 Q3	$3.27M	Buy	105,842 +10,995	+12%	+$338K	2.11%	18
2019 Q2	$2.92M	Buy	94,847 +5,012	+6%	+$153K	1.93%	21
2019 Q1	$2.74M	Buy	89,835 +9,601	+12%	+$291K	1.85%	22
2018 Q4	$2.42M	Buy	80,234 +7,989	+11%	+$240K	1.8%	23
2018 Q3	$2.18M	Buy	+72,245	New	+$2.18M	1.33%	31
2018 Q2	–	Sell	-10,622	Closed	-$321K	–	90
2018 Q1	$321K	Buy	+10,622	New	+$322K	0.24%	70

Other funds holding SPSB

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Silver Lake Advisory's SPSB Position: Q1 2026 in Review

Silver Lake Advisory increased its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 4.2% in Q1 2026, buying an estimated $192K and bringing the position to 156,151 shares worth $4.7M. The position accounts for 1.86% of the portfolio, ranked #17.

Silver Lake Advisory first reported a position in SPSB in Q1 2018 and has held it in 32 quarters since. 570 funds tracked by Wall St. Rank hold SPSB as of Q1 2026.

Silver Lake Advisory held 156,151 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $4.7M as of Q1 2026.
Silver Lake Advisory bought 6,355 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q1 2026, an estimated $192K.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up 1.86% of Silver Lake Advisory's portfolio in Q1 2026, its #17 holding.
Silver Lake Advisory first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q1 2018 and has held it in 32 quarters since.
570 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2026.

Based on Silver Lake Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.