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

SSA Swiss 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 		$1.96M Buy
65,176
+15,693
+32% +$474K 0.91% 48
2025
Q4 		$1.49M Sell
49,483
-35,845
-42% -$1.08M 0.7% 51
2025
Q3 		$2.58M Buy
85,328
+1,287
+2% +$38.8K 1.2% 39
2025
Q2 		$2.53M Sell
84,041
-27,543
-25% -$826K 1.22% 44
2025
Q1 		$3.36M Buy
+111,584
New +$3.34M 1.72% 19

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

SSA Swiss Advisors's SPSB Position: Q1 2026 in Review

SSA Swiss Advisors increased its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 32% in Q1 2026, buying an estimated $474K and bringing the position to 65,176 shares worth $1.96M. The position accounts for 0.91% of the portfolio, ranked #48.

SSA Swiss Advisors first reported a position in SPSB in Q1 2025 and has held it in 5 quarters since. The position peaked at $3.36M in Q1 2025. 571 funds tracked by Wall St. Rank hold SPSB as of Q1 2026.

  • SSA Swiss Advisors held 65,176 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $1.96M as of Q1 2026.
  • SSA Swiss Advisors bought 15,693 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q1 2026, an estimated $474K.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.91% of SSA Swiss Advisors's portfolio in Q1 2026, its #48 holding.
  • SSA Swiss Advisors first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • SSA Swiss Advisors's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $3.36M in Q1 2025.
  • 571 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2026.

Based on SSA Swiss Advisors's 13F filing for Q1 2026, filed 21 Jul 2026.