Steward Partners Investment Advisory’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$3.79M Buy
126,390
+12,584
+11% +$378K 0.02% 659
2026
Q1
$3.42M Sell
113,806
-30,154
-21% -$910K 0.02% 653
2025
Q4
$4.35M Buy
143,960
+8,023
+6% +$242K 0.02% 508
2025
Q3
$4.12M Buy
135,937
+2,632
+2% +$79.4K 0.02% 525
2025
Q2
$4.02M Buy
133,305
+26,898
+25% +$807K 0.03% 486
2025
Q1
$3.2M Buy
106,407
+17,081
+19% +$512K 0.03% 518
2024
Q4
$2.67M Sell
89,326
-6,073
-6% -$182K 0.02% 552
2024
Q3
$2.89M Buy
95,399
+7,635
+9% +$229K 0.03% 515
2024
Q2
$2.61M Buy
87,764
+703
+0.8% +$20.8K 0.03% 506
2024
Q1
$2.59M Sell
87,061
-13,456
-13% -$400K 0.03% 497
2023
Q4
$2.99M Sell
100,517
-56,157
-36% -$1.65M 0.04% 399
2023
Q3
$4.59M Buy
156,674
+1,276
+0.8% +$37.5K 0.07% 275
2023
Q2
$4.57M Sell
155,398
-7,041
-4% -$208K 0.07% 278
2023
Q1
$4.81M Sell
162,439
-119,376
-42% -$3.52M 0.08% 263
2022
Q4
$8.28M Buy
281,815
+54,686
+24% +$1.6M 0.14% 171
2022
Q3
$6.64M Sell
227,129
-3,441
-1% -$102K 0.12% 184
2022
Q2
$6.86M Sell
230,570
-1,106
-0.5% -$33.1K 0.13% 183
2022
Q1
$6.98M Buy
231,676
+25,418
+12% +$776K 0.11% 203
2021
Q4
$6.39M Buy
206,258
+2,354
+1% +$73.1K 0.1% 223
2021
Q3
$6.37M Buy
203,904
+14,622
+8% +$457K 0.11% 212
2021
Q2
$5.92M Sell
189,282
-18,474
-9% -$578K 0.1% 212
2021
Q1
$6.5M Buy
207,756
+83,211
+67% +$2.61M 0.11% 188
2020
Q4
$3.91M Buy
124,545
+58,748
+89% +$1.84M 0.08% 240
2020
Q3
$2.06M Buy
65,797
+63,377
+2,619% +$1.99M 0.05% 319
2020
Q2
$76K Buy
2,420
+415
+21% +$12.9K ﹤0.01% 1257
2020
Q1
$60K Buy
2,005
+499
+33% +$15.3K ﹤0.01% 1200
2019
Q4
$46K Sell
1,506
-758
-33% -$23.4K ﹤0.01% 1439
2019
Q3
$69K Buy
2,264
+210
+10% +$6.46K ﹤0.01% 1224
2019
Q2
$63K Buy
+2,054
New +$62.8K ﹤0.01% 1254
2018
Q4
– Sell
-3,501
Closed -$106K – 1964
2018
Q3
$106K Buy
3,501
+200
+6% +$6.04K 0.01% 913
2018
Q2
$100K Sell
3,301
-5,509
-63% -$166K 0.01% 850
2018
Q1
$266K Sell
8,810
-7,029
-44% -$213K 0.02% 562
2017
Q4
$481K Sell
15,839
-2,098
-12% -$64.1K 0.04% 365
2017
Q3
$550K Buy
17,937
+14,361
+402% +$440K 0.06% 279
2017
Q2
$109K Buy
+3,576
New +$109K 0.01% 484

Other funds holding SPSB

Steward Partners Investment Advisory's SPSB Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 11% in Q2 2026, buying an estimated $378K and bringing the position to 126,390 shares worth $3.79M. The position accounts for 0.02% of the portfolio, ranked #659.

Steward Partners Investment Advisory first reported a position in SPSB in Q2 2017 and has held it in 35 quarters since. The position peaked at $8.28M in Q4 2022. 577 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

  • Steward Partners Investment Advisory held 126,390 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $3.79M as of Q2 2026.
  • Steward Partners Investment Advisory bought 12,584 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2026, an estimated $378K.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.02% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #659 holding.
  • Steward Partners Investment Advisory first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q2 2017 and has held it in 35 quarters since.
  • Steward Partners Investment Advisory's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $8.28M in Q4 2022.
  • 577 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.