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Trail Ridge Investment Advisors’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Trail Ridge Investment Advisors’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 		$685K Buy
22,828
+407
+2% +$12.2K 0.29% 56
2026
Q1 		$674K Buy
22,421
+95
+0.4% +$2.87K 0.29% 57
2025
Q4 		$674K Buy
22,326
+1,768
+9% +$53.4K 0.29% 59
2025
Q3 		$623K Buy
20,558
+137
+0.7% +$4.13K 0.28% 66
2025
Q2 		$615K Sell
20,421
-2,792
-12% -$83.8K 0.3% 61
2025
Q1 		$699K Sell
23,213
-983
-4% -$29.4K 0.36% 55
2024
Q4 		$722K Buy
24,196
+145
+0.6% +$4.35K 0.34% 62
2024
Q3 		$722K Buy
24,051
+320
+1% +$9.6K 0.34% 62
2024
Q2 		$705K Buy
23,731
+100
+0.4% +$2.96K 0.36% 59
2024
Q1 		$703K Buy
23,631
+3,405
+17% +$101K 0.4% 56
2023
Q4 		$602K Sell
20,226
-288
-1% -$8.48K 0.37% 58
2023
Q3 		$601K Sell
20,514
-10,676
-34% -$314K 0.41% 56
2023
Q2 		$918K Buy
31,190
+15,194
+95% +$449K 0.57% 54
2023
Q1 		$474K Buy
15,996
+2,716
+20% +$80.1K 0.31% 74
2022
Q4 		$390K Buy
+13,280
New +$389K 0.27% 87

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

Trail Ridge Investment Advisors's SPSB Position: Q2 2026 in Review

Trail Ridge Investment Advisors increased its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 1.8% in Q2 2026, buying an estimated $12.2K and bringing the position to 22,828 shares worth $685K. The position accounts for 0.29% of the portfolio, ranked #56.

Trail Ridge Investment Advisors first reported a position in SPSB in Q4 2022 and has held it in 15 quarters since. The position peaked at $918K in Q2 2023. 571 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

  • Trail Ridge Investment Advisors held 22,828 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $685K as of Q2 2026.
  • Trail Ridge Investment Advisors bought 407 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2026, an estimated $12.2K.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.29% of Trail Ridge Investment Advisors's portfolio in Q2 2026, its #56 holding.
  • Trail Ridge Investment Advisors first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Trail Ridge Investment Advisors's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $918K in Q2 2023.
  • 571 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on Trail Ridge Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.