Tilia Fiduciary Partners’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Tilia Fiduciary Partners’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	$459K	Buy	15,280 +1,809	+13%	+$54.6K	0.25%	81
2025 Q4	$407K	Buy	+13,471	New	+$407K	0.22%	85
2023 Q3	–	Sell	-156	Closed	-$4.6K	–	431
2023 Q2	$4.6K	Buy	156 +1	+0.6%	+$30	﹤0.01%	443
2023 Q1	$4.59K	Buy	155 +1	+0.6%	+$29	﹤0.01%	431
2022 Q4	$4.52K	Buy	154 +1	+0.7%	+$29	﹤0.01%	422
2022 Q3	$4K	Buy	153 +1	+0.7%	+$30	﹤0.01%	447
2022 Q2	$5K	Buy	152 +1	+0.7%	+$30	﹤0.01%	442
2022 Q1	$5K	Hold	151	–	–	﹤0.01%	464
2021 Q4	$5K	Buy	+151	New	+$4.69K	﹤0.01%	485

Other funds holding SPSB

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Tilia Fiduciary Partners's SPSB Position: Q1 2026 in Review

Tilia Fiduciary Partners increased its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 13% in Q1 2026, buying an estimated $54.6K and bringing the position to 15,280 shares worth $459K. The position accounts for 0.25% of the portfolio, ranked #81.

Tilia Fiduciary Partners first reported a position in SPSB in Q4 2021 and has held it in 9 quarters since. 571 funds tracked by Wall St. Rank hold SPSB as of Q1 2026.

Tilia Fiduciary Partners held 15,280 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $459K as of Q1 2026.
Tilia Fiduciary Partners bought 1,809 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q1 2026, an estimated $54.6K.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.25% of Tilia Fiduciary Partners's portfolio in Q1 2026, its #81 holding.
Tilia Fiduciary Partners first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2021 and has held it in 9 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 Tilia Fiduciary Partners's 13F filing for Q1 2026, filed 9 Apr 2026.