SoundView Advisors’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

SoundView Advisors’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	$27.8M	Sell	926,495 -9,634	-1%	-$289K	9.06%	4
2026 Q1	$28.1M	Sell	936,129 -83,979	-8%	-$2.54M	10.02%	4
2025 Q4	$30.8M	Buy	+1,020,108	New	+$30.8M	10.75%	3
2025 Q3	–	Sell	-980,896	Closed	-$29.6M	–	36
2025 Q2	$29.6M	Buy	980,896 +46,659	+5%	+$1.4M	10.91%	3
2025 Q1	$28.1M	Buy	934,237 +48,332	+5%	+$1.45M	11.6%	3
2024 Q4	$26.5M	Buy	+885,905	New	+$26.6M	10.91%	3

Other funds holding SPSB

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

SoundView Advisors's SPSB Position: Q2 2026 in Review

SoundView Advisors reduced its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 1% in Q2 2026, selling an estimated $289K and leaving 926,495 shares worth $27.8M. The position accounts for 9.06% of the portfolio, ranked #4.

SoundView Advisors first reported a position in SPSB in Q4 2024 and has held it in 6 quarters since. The position peaked at $30.8M in Q4 2025. 574 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

SoundView Advisors held 926,495 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $27.8M as of Q2 2026.
SoundView Advisors sold 9,634 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2026, an estimated $289K.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up 9.06% of SoundView Advisors's portfolio in Q2 2026, its #4 holding.
SoundView Advisors first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2024 and has held it in 6 quarters since.
SoundView Advisors's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $30.8M in Q4 2025.
574 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on SoundView Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.