SI
SPSB icon

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

Stephens Inc’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 		$3.17M Sell
105,533
-2,899
-3% -$87K 0.04% 397
2026
Q1 		$3.26M Buy
108,432
+8,200
+8% +$248K 0.04% 374
2025
Q4 		$3.03M Buy
100,232
+2,001
+2% +$60.5K 0.04% 398
2025
Q3 		$2.98M Sell
98,231
-127
-0.1% -$3.83K 0.04% 396
2025
Q2 		$2.97M Sell
98,358
-254
-0.3% -$7.62K 0.04% 375
2025
Q1 		$2.97M Buy
98,612
+401
+0.4% +$12K 0.04% 368
2024
Q4 		$2.93M Sell
98,211
-3,570
-4% -$107K 0.04% 366
2024
Q3 		$3.08M Buy
101,781
+1
+0% +$30 0.04% 360
2024
Q2 		$3.02M Sell
101,780
-213
-0.2% -$6.31K 0.05% 342
2024
Q1 		$3.04M Sell
101,993
-48
-0% -$1.43K 0.05% 332
2023
Q4 		$3.04M Sell
102,041
-23,459
-19% -$690K 0.05% 311
2023
Q3 		$3.68M Hold
125,500
– – 0.07% 271
2023
Q2 		$3.69M Sell
125,500
-60,352
-32% -$1.78M 0.07% 274
2023
Q1 		$5.51M Buy
185,852
+50,906
+38% +$1.5M 0.11% 212
2022
Q4 		$3.96M Sell
134,946
-1,819
-1% -$53.2K 0.08% 255
2022
Q3 		$4M Sell
136,765
-10,315
-7% -$306K 0.09% 245
2022
Q2 		$4.37M Sell
147,080
-56,382
-28% -$1.68M 0.09% 243
2022
Q1 		$6.13M Buy
203,462
+33,680
+20% +$1.03M 0.1% 215
2021
Q4 		$5.26M Sell
169,782
-23,538
-12% -$731K 0.08% 260
2021
Q3 		$6.04M Sell
193,320
-29,779
-13% -$931K 0.09% 230
2021
Q2 		$6.98M Sell
223,099
-42,355
-16% -$1.33M 0.1% 207
2021
Q1 		$8.31M Buy
265,454
+55,715
+27% +$1.75M 0.14% 152
2020
Q4 		$6.59M Buy
209,739
+1,000
+0.5% +$31.4K 0.12% 183
2020
Q3 		$6.55M Sell
208,739
-10,286
-5% -$323K 0.13% 158
2020
Q2 		$6.86M Sell
219,025
-60,864
-22% -$1.89M 0.15% 153
2020
Q1 		$8.47M Sell
279,889
-629,256
-69% -$19.2M 0.23% 96
2019
Q4 		$28M Sell
909,145
-21,391
-2% -$659K 0.59% 28
2019
Q3 		$28.7M Buy
930,536
+852,875
+1,098% +$26.2M 0.63% 21
2019
Q2 		$2.39M Buy
77,661
+2,234
+3% +$68.3K 0.05% 363
2019
Q1 		$2.3M Buy
75,427
+4,255
+6% +$129K 0.05% 370
2018
Q4 		$2.15M Sell
71,172
-23,006
-24% -$692K 0.06% 336
2018
Q3 		$2.84M Buy
94,178
+4,439
+5% +$134K 0.07% 323
2018
Q2 		$2.71M Buy
+89,739
New +$2.71M 0.08% 274
2014
Q1 		– Sell
-500,410
Closed -$15.4M – 893
2013
Q4 		$15.4M Sell
500,410
-12,200
-2% -$375K 0.76% 16
2013
Q3 		$15.8M Sell
512,610
-451,850
-47% -$13.8M 0.85% 15
2013
Q2 		$29.5M Buy
+964,460
New +$29.7M 1.65% 11

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 Inc's SPSB Position: Q2 2026 in Review

Stephens Inc reduced its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 2.7% in Q2 2026, selling an estimated $87K and leaving 105,533 shares worth $3.17M. The position accounts for 0.04% of the portfolio, ranked #397.

Stephens Inc first reported a position in SPSB in Q2 2013 and has held it in 36 quarters since. The position peaked at $29.5M in Q2 2013. 574 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

  • Stephens Inc held 105,533 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $3.17M as of Q2 2026.
  • Stephens Inc sold 2,899 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2026, an estimated $87K.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.04% of Stephens Inc's portfolio in Q2 2026, its #397 holding.
  • Stephens Inc first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q2 2013 and has held it in 36 quarters since.
  • Stephens Inc's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $29.5M in Q2 2013.
  • 574 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on Stephens Inc's 13F filing for Q2 2026, filed 29 Jul 2026.