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 Q2	–	Sell	-7,643	Closed	-$230K	–	164
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 $171B AUM 24.68% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Stevens Capital Partners's SPSB Position: Q2 2026 in Review

Stevens Capital Partners sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q2 2026, closing a stake of 7,643 shares — an estimated $230K sold.

Stevens Capital Partners first reported a position in SPSB in Q4 2022 and held it in 5 quarters. The position peaked at $720K in Q4 2022. 576 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

Stevens Capital Partners reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
Stevens Capital Partners sold 7,643 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2026, an estimated $230K.
Stevens Capital Partners first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2022 and held it in 5 quarters.
Stevens Capital Partners's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $720K in Q4 2022.
576 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on Stevens Capital Partners's 13F filing for Q2 2026, filed 10 Aug 2026.