SimpliFi Inc’s State Street SPDR Portfolio Short Term Corporate Bond Index ETF SPSB Stock Holding History

SimpliFi Inc’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	$302K	Buy	10,216 +108	+1%	+$3.22K	0.12%	38
2026 Q2	$303K	Sell	10,108 -1,269	-11%	-$38.1K	0.12%	39
2026 Q1	$342K	Sell	11,377 -360	-3%	-$10.9K	0.14%	34
2025 Q4	$354K	Sell	11,737 -390,137	-97%	-$11.8M	0.15%	34
2025 Q3	$12.2M	Sell	401,874 -4,367	-1%	-$132K	5.21%	8
2025 Q2	$12.3M	Buy	406,241 +6,167	+2%	+$185K	5.4%	8
2025 Q1	$12M	Buy	400,074 +1,774	+0.4%	+$53.1K	5.53%	7
2024 Q4	$11.9M	Buy	+398,300	New	+$11.9M	5.44%	6

Other funds holding SPSB

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

MCF Advisors Covington, Kentucky $2.81B AUM 12.54% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Rockwood Wealth Management New Hope, Pennsylvania $1.67B AUM 11.93% 1-Year Est. Return

Huntington National Bank Columbus, Ohio $20.5B AUM 28.07% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return

SimpliFi Inc's SPSB Position: Q3 2026 in Review

SimpliFi Inc increased its State Street SPDR Portfolio Short Term Corporate Bond Index ETF (SPSB) stake by 1.1% in Q3 2026, buying an estimated $3.22K and bringing the position to 10,216 shares worth $302K. The position accounts for 0.12% of the portfolio, ranked #38.

SimpliFi Inc first reported a position in SPSB in Q4 2024 and has held it in 8 quarters since. The position peaked at $12.3M in Q2 2025. 405 funds tracked by Wall St. Rank hold SPSB as of Q3 2026.

SimpliFi Inc held 10,216 shares of State Street SPDR Portfolio Short Term Corporate Bond Index ETF worth $302K as of Q3 2026.
SimpliFi Inc bought 108 State Street SPDR Portfolio Short Term Corporate Bond Index ETF shares in Q3 2026, an estimated $3.22K.
State Street SPDR Portfolio Short Term Corporate Bond Index ETF made up 0.12% of SimpliFi Inc's portfolio in Q3 2026, its #38 holding.
SimpliFi Inc first reported a position in State Street SPDR Portfolio Short Term Corporate Bond Index ETF in Q4 2024 and has held it in 8 quarters since.
SimpliFi Inc's State Street SPDR Portfolio Short Term Corporate Bond Index ETF position peaked at $12.3M in Q2 2025.
405 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond Index ETF as of Q3 2026.

Based on SimpliFi Inc's 13F filing for Q3 2026, filed 28 Oct 2026.