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Tranquilli Financial Advisor’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Tranquilli Financial Advisor’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 		– Sell
-36,670
Closed -$1.11M – 143
2025
Q4 		$1.11M Sell
36,670
-581
-2% -$17.6K 0.64% 44
2025
Q3 		$1.13M Buy
37,251
+1,139
+3% +$34.4K 0.67% 45
2025
Q2 		$1.09M Buy
36,112
+283
+0.8% +$8.49K 0.67% 43
2025
Q1 		$1.08M Sell
35,829
-17,536
-33% -$525K 0.68% 41
2024
Q4 		$1.59M Sell
53,365
-27,032
-34% -$810K 1.01% 27
2024
Q3 		$2.43M Buy
80,397
+532
+0.7% +$16K 1.53% 20
2024
Q2 		$2.36M Buy
79,865
+23,615
+42% +$700K 1.58% 20
2024
Q1 		$1.67M Buy
56,250
+40,593
+259% +$1.21M 1.12% 22
2023
Q4 		$466K Buy
15,657
+308
+2% +$9.06K 0.33% 61
2023
Q3 		$450K Buy
15,349
+7,869
+105% +$231K 0.33% 59
2023
Q2 		$220K Buy
+7,480
New +$221K 0.16% 86
2023
Q1 		– Sell
-33,932
Closed -$997K – 91
2022
Q4 		$997K Buy
33,932
+7,363
+28% +$215K 0.76% 22
2022
Q3 		$776K Sell
26,569
-6,754
-20% -$200K 0.61% 15
2022
Q2 		$991K Buy
+33,323
New +$996K 0.76% 16

Other funds holding SPSB

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Tranquilli Financial Advisor's SPSB Position: Q1 2026 in Review

Tranquilli Financial Advisor sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q1 2026, closing a stake of 36,670 shares — an estimated $1.11M sold.

Tranquilli Financial Advisor first reported a position in SPSB in Q2 2022 and held it in 14 quarters. The position peaked at $2.43M in Q3 2024. 571 funds tracked by Wall St. Rank hold SPSB as of Q1 2026.

  • Tranquilli Financial Advisor reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Tranquilli Financial Advisor sold 36,670 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q1 2026, an estimated $1.11M.
  • Tranquilli Financial Advisor first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q2 2022 and held it in 14 quarters.
  • Tranquilli Financial Advisor's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $2.43M in Q3 2024.
  • 571 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2026.

Based on Tranquilli Financial Advisor's 13F filing for Q1 2026, filed 11 May 2026.