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

Tidemark’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 		$66.9K Buy
+2,228
New +$66.9K 0.02% 269
2024
Q2 		– Sell
-573
Closed -$17.1K – 714
2024
Q1 		$17.1K Sell
573
-267
-32% -$7.94K 0.01% 361
2023
Q4 		$25K Buy
+840
New +$24.7K 0.02% 305

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

Tidemark's SPSB Position: Q2 2026 in Review

Tidemark opened a new position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q2 2026: 2,228 shares worth $66.9K. The stake represents 0.02% of the portfolio and ranks #269 among its holdings. This is a return to the name: Tidemark previously reported a position in SPSB as recently as Q1 2024.

Tidemark first reported a position in SPSB in Q4 2023 and has held it in 3 quarters since. 573 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

  • Tidemark held 2,228 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $66.9K as of Q2 2026.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF was a new Tidemark position in Q2 2026.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.02% of Tidemark's portfolio in Q2 2026, its #269 holding.
  • Tidemark first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2023 and has held it in 3 quarters since.
  • 573 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on Tidemark's 13F filing for Q2 2026, filed 10 Aug 2026.