SLP
SPSB icon

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

Storen Legacy 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 		$209K Sell
6,981
-45
-0.6% -$1.35K 0.06% 112
2026
Q1 		$211K Buy
7,026
+27
+0.4% +$815 0.07% 100
2025
Q4 		$211K Buy
+6,999
New +$212K 0.07% 72

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

Storen Legacy Partners's SPSB Position: Q2 2026 in Review

Storen Legacy Partners reduced its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 0.64% in Q2 2026, selling an estimated $1.35K and leaving 6,981 shares worth $209K. The position accounts for 0.06% of the portfolio, ranked #112.

Storen Legacy Partners first reported a position in SPSB in Q4 2025 and has held it in 3 quarters since. The position peaked at $211K in Q4 2025. 571 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

  • Storen Legacy Partners held 6,981 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $209K as of Q2 2026.
  • Storen Legacy Partners sold 45 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2026, an estimated $1.35K.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.06% of Storen Legacy Partners's portfolio in Q2 2026, its #112 holding.
  • Storen Legacy Partners first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Storen Legacy Partners's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $211K in Q4 2025.
  • 571 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on Storen Legacy Partners's 13F filing for Q2 2026, filed 17 Jul 2026.