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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
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
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

SoundView Advisors's SPSB Position: Q1 2026 in Review

SoundView Advisors reduced its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 8.2% in Q1 2026, selling an estimated $2.54M and leaving 936,129 shares worth $28.1M. The position accounts for 10.02% of the portfolio, ranked #4.

SoundView Advisors first reported a position in SPSB in Q4 2024 and has held it in 5 quarters since. The position peaked at $30.8M in Q4 2025. 571 funds tracked by Wall St. Rank hold SPSB as of Q1 2026.

  • SoundView Advisors held 936,129 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $28.1M as of Q1 2026.
  • SoundView Advisors sold 83,979 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q1 2026, an estimated $2.54M.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up 10.02% of SoundView Advisors's portfolio in Q1 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 5 quarters since.
  • SoundView Advisors's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $30.8M in Q4 2025.
  • 571 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2026.

Based on SoundView Advisors's 13F filing for Q1 2026, filed 1 May 2026.