Timonier Family Office’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Timonier Family Office’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	$12.1M	Buy	+404,345	New	+$12.1M	3.43%	9
2025 Q4	$11.1M	Buy	367,857 +22,325	+6%	+$675K	3.53%	8
2025 Q3	$10.5M	Buy	345,532 +38,225	+12%	+$1.15M	3.43%	8
2025 Q2	$9.28M	Buy	307,307 +40,855	+15%	+$1.23M	3.47%	9
2025 Q1	$8.02M	Buy	266,452 +93,510	+54%	+$2.8M	3.55%	9
2024 Q4	$5.16M	Buy	+172,942	New	+$5.18M	2.65%	11

Other funds holding SPSB

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Timonier Family Office's SPSB Position: Q2 2026 in Review

Timonier Family Office opened a new position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q2 2026: 404,345 shares worth $12.1M. The stake represents 3.43% of the portfolio and ranks #9 among its holdings. This is a return to the name: Timonier Family Office previously reported a position in SPSB as recently as Q4 2025.

Timonier Family Office first reported a position in SPSB in Q4 2024 and has held it in 6 quarters since. 572 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

Timonier Family Office held 404,345 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $12.1M as of Q2 2026.
State Street SPDR Portfolio Short Term Corporate Bond ETF was a new Timonier Family Office position in Q2 2026.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up 3.43% of Timonier Family Office's portfolio in Q2 2026, its #9 holding.
Timonier Family Office first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2024 and has held it in 6 quarters since.
572 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on Timonier Family Office's 13F filing for Q2 2026, filed 3 Aug 2026.