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Strategic Point Investment Advisors’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Strategic Point Investment Advisors’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 		$37.2M Buy
1,240,756
+45,537
+4% +$1.37M 4.85% 9
2026
Q1 		$35.9M Buy
1,195,219
+67,107
+6% +$2.03M 5.22% 8
2025
Q4 		$34.1M Buy
1,128,112
+44,650
+4% +$1.35M 4.71% 8
2025
Q3 		$32.8M Buy
1,083,462
+23,436
+2% +$707K 4.71% 8
2025
Q2 		$32M Buy
1,060,026
+23,409
+2% +$702K 4.94% 8
2025
Q1 		$31.2M Buy
1,036,617
+545
+0.1% +$16.3K 5.2% 8
2024
Q4 		$30.9M Buy
1,036,072
+34,818
+3% +$1.04M 5.04% 7
2024
Q3 		$30.3M Buy
1,001,254
+14,683
+1% +$441K 5% 7
2024
Q2 		$29.3M Sell
986,571
-1,239
-0.1% -$36.7K 5.25% 6
2024
Q1 		$29.4M Buy
987,810
+17,463
+2% +$520K 5.34% 7
2023
Q4 		$28.9M Buy
970,347
+463,889
+92% +$13.7M 5.58% 6
2023
Q3 		$14.8M Buy
506,458
+8,837
+2% +$260K 3.17% 12
2023
Q2 		$14.6M Buy
497,621
+7,290
+1% +$215K 3% 12
2023
Q1 		$14.5M Buy
490,331
+166,576
+51% +$4.91M 3.23% 12
2022
Q4 		$9.51M Buy
+323,755
New +$9.48M 2.29% 17

Other funds holding SPSB

RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
AFG
Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return
CWM
Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return
QFA
Quattro Financial Advisors The Woodlands, Texas $468M AUM 13.49% 1-Year Est. Return
HVIA
Hudson Valley Investment Advisors Goshen, New York $823M AUM 31.4% 1-Year Est. Return
CWP
Concord Wealth Partners Abingdon, Virginia $873M AUM 24.02% 1-Year Est. Return
CAMV
Concord Asset Management (Virginia) Abingdon, Virginia $646M AUM 25.36% 1-Year Est. Return
WFS
Walker Financial Services Bowling Green, Kentucky $323M AUM 8.03% 1-Year Est. Return
FFM
Flagstone Financial Management Lincoln, Nebraska $447M AUM 16.79% 1-Year Est. Return

Strategic Point Investment Advisors's SPSB Position: Q2 2026 in Review

Strategic Point Investment Advisors increased its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 3.8% in Q2 2026, buying an estimated $1.37M and bringing the position to 1,240,756 shares worth $37.2M. The position accounts for 4.85% of the portfolio, ranked #9.

Strategic Point Investment Advisors first reported a position in SPSB in Q4 2022 and has held it in 15 quarters since. 269 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

  • Strategic Point Investment Advisors held 1,240,756 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $37.2M as of Q2 2026.
  • Strategic Point Investment Advisors bought 45,537 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2026, an estimated $1.37M.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up 4.85% of Strategic Point Investment Advisors's portfolio in Q2 2026, its #9 holding.
  • Strategic Point Investment Advisors first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • 269 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on Strategic Point Investment Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.