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

Towercrest Capital 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 Q1	$240K	Buy	8,237 +174	+2%	+$5.25K	0.04%	91
2025 Q4	$236K	Buy	8,063 +263	+3%	+$7.95K	0.04%	92
2025 Q3	$229K	Buy	7,800 +312	+4%	+$9.41K	0.04%	92
2025 Q2	$219K	Sell	7,488 -256	-3%	-$7.68K	0.04%	86
2025 Q1	$226K	Sell	7,744 -34	-0.4%	-$1.02K	0.04%	84
2024 Q4	$226K	Buy	7,778 +65	+0.8%	+$1.95K	0.04%	96
2024 Q3	$227K	Sell	7,713 -615	-7%	-$18.5K	0.04%	96
2024 Q2	$240K	Buy	8,328 +377	+5%	+$11.2K	0.04%	101
2024 Q1	$230K	Sell	7,951 -7,030	-47%	-$209K	0.04%	100
2023 Q4	$435K	Sell	14,981 -171	-1%	-$5.03K	0.08%	74
2023 Q3	$435K	Buy	15,152 +1,610	+12%	+$47.3K	0.08%	68
2023 Q2	$390K	Sell	13,542 -5,939	-30%	-$175K	0.07%	76
2023 Q1	$569K	Buy	19,481 +1,040	+6%	+$30.7K	0.12%	56
2022 Q4	$533K	Sell	18,441 -1,086	-6%	-$31.8K	0.12%	58
2022 Q3	$565K	Buy	19,527 +12,277	+169%	+$364K	0.13%	55
2022 Q2	$214K	Sell	7,250 -223	-3%	-$6.66K	0.05%	89
2022 Q1	$222K	Sell	7,473 -349	-4%	-$10.6K	0.04%	90
2021 Q4	$238K	Sell	7,822 -75	-0.9%	-$2.33K	0.04%	86
2021 Q3	$242K	Buy	7,897 +421	+6%	+$13.2K	0.05%	89
2021 Q2	$229K	Buy	7,476 +272	+4%	+$8.52K	0.04%	83
2021 Q1	$221K	Sell	7,204 -12,423	-63%	-$389K	0.05%	83
2020 Q4	$603K	Buy	19,627 +1,012	+5%	+$31.7K	0.14%	51
2020 Q3	$571K	Buy	18,615 +1,679	+10%	+$52.7K	0.14%	51
2020 Q2	$520K	Buy	16,936 +10,387	+159%	+$322K	0.14%	52
2020 Q1	$201K	Buy	+6,549	New	+$200K	0.06%	78
2018 Q4	–	Sell	-62,126	Closed	-$1.88M	–	72
2018 Q3	$1.88M	Sell	62,126 -328	-0.5%	-$9.9K	0.55%	38
2018 Q2	$1.88M	Buy	+62,454	New	+$1.88M	0.59%	40

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

Towercrest Capital Management's SPSB Position: Q1 2026 in Review

Towercrest Capital Management increased its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 2.2% in Q1 2026, buying an estimated $5.25K and bringing the position to 8,237 shares worth $240K. The position accounts for 0.04% of the portfolio, ranked #91.

Towercrest Capital Management first reported a position in SPSB in Q2 2018 and has held it in 27 quarters since. The position peaked at $1.88M in Q2 2018. 571 funds tracked by Wall St. Rank hold SPSB as of Q1 2026.

Towercrest Capital Management held 8,237 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $240K as of Q1 2026.
Towercrest Capital Management bought 174 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q1 2026, an estimated $5.25K.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.04% of Towercrest Capital Management's portfolio in Q1 2026, its #91 holding.
Towercrest Capital Management first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q2 2018 and has held it in 27 quarters since.
Towercrest Capital Management's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $1.88M in Q2 2018.
571 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2026.

Based on Towercrest Capital Management's 13F filing for Q1 2026, filed 1 May 2026.