Stevens Capital Partners’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Stevens Capital Partners’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	$230K	Buy	+7,643	New	+$231K	0.06%	115
2023 Q4	–	Sell	-8,454	Closed	-$248K	–	51
2023 Q3	$248K	Sell	8,454 -114	-1%	-$3.35K	0.2%	46
2023 Q2	$252K	Sell	8,568 -12,397	-59%	-$366K	0.2%	48
2023 Q1	$621K	Sell	20,965 -3,538	-14%	-$104K	0.52%	30
2022 Q4	$720K	Buy	+24,503	New	+$717K	0.64%	30

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

Stevens Capital Partners's SPSB Position: Q1 2026 in Review

Stevens Capital Partners opened a new position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q1 2026: 7,643 shares worth $230K. The stake represents 0.06% of the portfolio and ranks #115 among its holdings. This is a return to the name: Stevens Capital Partners previously reported a position in SPSB as recently as Q3 2023.

Stevens Capital Partners first reported a position in SPSB in Q4 2022 and has held it in 5 quarters since. The position peaked at $720K in Q4 2022. 571 funds tracked by Wall St. Rank hold SPSB as of Q1 2026.

Stevens Capital Partners held 7,643 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $230K as of Q1 2026.
State Street SPDR Portfolio Short Term Corporate Bond ETF was a new Stevens Capital Partners position in Q1 2026.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.06% of Stevens Capital Partners's portfolio in Q1 2026, its #115 holding.
Stevens Capital Partners first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2022 and has held it in 5 quarters since.
Stevens Capital Partners's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $720K in Q4 2022.
571 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2026.

Based on Stevens Capital Partners's 13F filing for Q1 2026, filed 24 Apr 2026.