STAR Financial Bank’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

STAR Financial Bank’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	$2.2M	Sell	73,026 -49,773	-41%	-$1.5M	1.04%	21
2025 Q4	$3.71M	Buy	122,799 +13,859	+13%	+$419K	1.89%	15
2025 Q3	$3.3M	Buy	108,940 +13,150	+14%	+$397K	1.95%	16
2025 Q2	$2.89M	Buy	95,790 +12,772	+15%	+$383K	1.83%	15
2025 Q1	$2.5M	Buy	83,018 +6,811	+9%	+$204K	1.83%	13
2024 Q4	$2.28M	Buy	76,207 +27,983	+58%	+$839K	1.64%	16
2024 Q3	$1.46M	Buy	+48,224	New	+$1.45M	0.98%	26

Other funds holding SPSB

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

STAR Financial Bank's SPSB Position: Q1 2026 in Review

STAR Financial Bank reduced its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 41% in Q1 2026, selling an estimated $1.5M and leaving 73,026 shares worth $2.2M. The position accounts for 1.04% of the portfolio, ranked #21.

STAR Financial Bank first reported a position in SPSB in Q3 2024 and has held it in 7 quarters since. The position peaked at $3.71M in Q4 2025. 571 funds tracked by Wall St. Rank hold SPSB as of Q1 2026.

STAR Financial Bank held 73,026 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $2.2M as of Q1 2026.
STAR Financial Bank sold 49,773 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q1 2026, an estimated $1.5M.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up 1.04% of STAR Financial Bank's portfolio in Q1 2026, its #21 holding.
STAR Financial Bank first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q3 2024 and has held it in 7 quarters since.
STAR Financial Bank's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $3.71M 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 STAR Financial Bank's 13F filing for Q1 2026, filed 8 May 2026.