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Summit Financial’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Summit Financial’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
Q1 		$11.5M Buy
383,975
+138,170
+56% +$4.17M 0.15% 128
2025
Q4 		$7.42M Sell
245,805
-5,413
-2% -$164K 0.11% 173
2025
Q3 		$7.61M Buy
+251,218
New +$7.58M 0.12% 165

Other funds holding SPSB

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Summit Financial's SPSB Position: Q1 2026 in Review

Summit Financial increased its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 56% in Q1 2026, buying an estimated $4.17M and bringing the position to 383,975 shares worth $11.5M. The position accounts for 0.15% of the portfolio, ranked #128.

Summit Financial first reported a position in SPSB in Q3 2025 and has held it in 3 quarters since. 571 funds tracked by Wall St. Rank hold SPSB as of Q1 2026.

  • Summit Financial held 383,975 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $11.5M as of Q1 2026.
  • Summit Financial bought 138,170 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q1 2026, an estimated $4.17M.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.15% of Summit Financial's portfolio in Q1 2026, its #128 holding.
  • Summit Financial first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • 571 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.