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Synergy Investment Management’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Synergy Investment Management’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 		$30.9K Hold
1,030
– – 0.01% 453
2026
Q1 		$31K Buy
+1,030
New +$31.1K 0.01% 342
2025
Q2 		– Sell
-1,030
Closed -$31K – 501
2025
Q1 		$31K Hold
1,030
– – 0.01% 270
2024
Q4 		$30.8K Buy
+1,030
New +$30.9K 0.01% 282

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

Synergy Investment Management's SPSB Position: Q2 2026 in Review

Synergy Investment Management held its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) position steady in Q2 2026 at 1,030 shares worth $30.9K. The position accounts for 0.01% of the portfolio, ranked #453.

Synergy Investment Management first reported a position in SPSB in Q4 2024 and has held it in 4 quarters since. The position peaked at $31K in Q1 2025. 571 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

  • Synergy Investment Management held 1,030 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $30.9K as of Q2 2026.
  • Synergy Investment Management 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 0.01% of Synergy Investment Management's portfolio in Q2 2026, its #453 holding.
  • Synergy Investment Management first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2024 and has held it in 4 quarters since.
  • Synergy Investment Management's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $31K in Q1 2025.
  • 571 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.