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

Sulzberger Capital 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	$386K	Hold	12,870	–	–	0.38%	38
2026 Q1	$387K	Sell	12,870 -1,670	-11%	-$50.4K	0.4%	38
2025 Q4	$439K	Hold	14,540	–	–	0.44%	34
2025 Q3	$440K	Hold	14,540	–	–	0.49%	31
2025 Q2	$439K	Buy	14,540 +6,670	+85%	+$200K	0.51%	28
2025 Q1	$237K	Sell	7,870 -1,800	-19%	-$53.9K	0.31%	47
2024 Q4	$289K	Buy	+9,670	New	+$290K	0.33%	48

Other funds holding SPSB

RWM

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

SPIA

Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 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

WFS

Walker Financial Services Bowling Green, Kentucky $323M AUM 8.03% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

SWMG LLC Fort Worth, Texas $424M AUM 23.58% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Cornerstone Management Duluth, Georgia $695M AUM 12.92% 1-Year Est. Return

Sulzberger Capital Advisors's SPSB Position: Q2 2026 in Review

Sulzberger Capital Advisors held its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) position steady in Q2 2026 at 12,870 shares worth $386K. The position accounts for 0.38% of the portfolio, ranked #38.

Sulzberger Capital Advisors first reported a position in SPSB in Q4 2024 and has held it in 7 quarters since. The position peaked at $440K in Q3 2025. 103 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

Sulzberger Capital Advisors held 12,870 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $386K as of Q2 2026.
Sulzberger Capital Advisors left its State Street SPDR Portfolio Short Term Corporate Bond ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.38% of Sulzberger Capital Advisors's portfolio in Q2 2026, its #38 holding.
Sulzberger Capital Advisors first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
Sulzberger Capital Advisors's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $440K in Q3 2025.
103 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on Sulzberger Capital Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.