SimpliFi Inc’s State Street SPDR Portfolio Short Term Corporate Bond 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 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

RWM

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

AFG

Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return

SPIA

Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return

CWM

Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return

QFA

Quattro Financial Advisors The Woodlands, Texas $468M AUM 13.49% 1-Year Est. Return

HVIA

Hudson Valley Investment Advisors Goshen, New York $823M AUM 31.4% 1-Year Est. Return

CWP

Concord Wealth Partners Abingdon, Virginia $873M AUM 24.02% 1-Year Est. Return

CAMV

Concord Asset Management (Virginia) Abingdon, Virginia $646M AUM 25.36% 1-Year Est. Return

WFS

Walker Financial Services Bowling Green, Kentucky $323M AUM 8.03% 1-Year Est. Return

SimpliFi Inc's SPSB Position: Q2 2026 in Review

SimpliFi Inc reduced its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 11% in Q2 2026, selling an estimated $38.1K and leaving 10,108 shares worth $303K. The position accounts for 0.12% of the portfolio, ranked #39.

SimpliFi Inc first reported a position in SPSB in Q4 2024 and has held it in 7 quarters since. The position peaked at $12.3M in Q2 2025. 269 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

SimpliFi Inc held 10,108 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $303K as of Q2 2026.
SimpliFi Inc sold 1,269 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2026, an estimated $38.1K.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.12% of SimpliFi Inc's portfolio in Q2 2026, its #39 holding.
SimpliFi Inc first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
SimpliFi Inc's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $12.3M in Q2 2025.
269 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on SimpliFi Inc's 13F filing for Q2 2026, filed 24 Jul 2026.