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Stephens Group Asset Management’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Stephens Group Asset Management’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 		$375K Buy
12,491
+820
+7% +$24.6K 0.02% 24
2026
Q1 		$351K Hold
11,671
– – 0.02% 24
2025
Q4 		$352K Hold
11,671
– – 0.02% 24
2025
Q3 		$354K Sell
11,671
-3,608
-24% -$109K 0.02% 24
2025
Q2 		$461K Buy
15,279
+1,303
+9% +$39.1K 0.03% 24
2025
Q1 		$421K Sell
13,976
-1,548
-10% -$46.4K 0.03% 25
2024
Q4 		$464K Buy
15,524
+13
+0.1% +$390 0.04% 29
2024
Q3 		$470K Buy
15,511
+1,820
+13% +$54.6K 0.04% 25
2024
Q2 		$407K Hold
13,691
– – 0.04% 24
2024
Q1 		$408K Hold
13,691
– – 0.04% 24
2023
Q4 		$408K Hold
13,691
– – 0.04% 24
2023
Q3 		$401K Sell
13,691
-375
-3% -$11K 0.04% 21
2023
Q2 		$414K Buy
14,066
+700
+5% +$20.7K 0.04% 21
2023
Q1 		$396K Sell
13,366
-5,055
-27% -$149K 0.04% 21
2022
Q4 		$541K Buy
18,421
+5,055
+38% +$148K 0.06% 20
2022
Q3 		$391K Buy
13,366
+375
+3% +$11.1K 0.05% 21
2022
Q2 		$387K Sell
12,991
-9,253
-42% -$277K 0.04% 20
2022
Q1 		$670K Hold
22,244
– – 0.07% 20
2021
Q4 		$689K Hold
22,244
– – 0.07% 20
2021
Q3 		$695K Buy
22,244
+765
+4% +$23.9K 0.07% 20
2021
Q2 		$672K Buy
21,479
+12,124
+130% +$380K 0.07% 20
2021
Q1 		$293K Hold
9,355
– – 0.03% 22
2020
Q4 		$294K Hold
9,355
– – 0.03% 21
2020
Q3 		$293K Sell
9,355
-125
-1% -$3.92K 0.04% 22
2020
Q2 		$297K Hold
9,480
– – 0.05% 21
2020
Q1 		$287K Hold
9,480
– – 0.06% 19
2019
Q4 		$292K Hold
9,480
– – 0.04% 22
2019
Q3 		$292K Hold
9,480
– – 0.04% 14
2019
Q2 		$292K Hold
9,480
– – 0.05% 14
2019
Q1 		$290K Hold
9,480
– – 0.05% 15
2018
Q4 		$286K Hold
9,480
– – 0.06% 23
2018
Q3 		$286K Buy
9,480
+5,595
+144% +$169K 0.05% 12
2018
Q2 		$117K Buy
3,885
+1,485
+62% +$44.8K 0.03% 14
2018
Q1 		$72K Buy
+2,400
New +$72.7K 0.02% 14

Other funds holding SPSB

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Stephens Group Asset Management's SPSB Position: Q2 2026 in Review

Stephens Group Asset Management increased its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 7% in Q2 2026, buying an estimated $24.6K and bringing the position to 12,491 shares worth $375K. The position accounts for 0.02% of the portfolio, ranked #24.

Stephens Group Asset Management first reported a position in SPSB in Q1 2018 and has held it in 34 quarters since. The position peaked at $695K in Q3 2021. 572 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

  • Stephens Group Asset Management held 12,491 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $375K as of Q2 2026.
  • Stephens Group Asset Management bought 820 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2026, an estimated $24.6K.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.02% of Stephens Group Asset Management's portfolio in Q2 2026, its #24 holding.
  • Stephens Group Asset Management first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q1 2018 and has held it in 34 quarters since.
  • Stephens Group Asset Management's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $695K in Q3 2021.
  • 572 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on Stephens Group Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.