UBS AM’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

UBS AM’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	$3.36K	Sell	112 -3,072	-96%	-$92.2K	﹤0.01%	3460
2026 Q1	$95.7K	Buy	3,184 +2,870	+914%	+$86.6K	﹤0.01%	2850
2025 Q4	$9.48K	Buy	+314	New	+$9.49K	﹤0.01%	2863
2015 Q1	–	Hold	0	–	–	–	2269
2014 Q4	–	Hold	0	–	–	–	1886
2013 Q4	–	Hold	0	–	–	–	2143
2013 Q3	–	Hold	0	–	–	–	2079

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

UBS AM's SPSB Position: Q2 2026 in Review

UBS AM reduced its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 96% in Q2 2026, selling an estimated $92.2K and leaving 112 shares worth $3.36K. The position accounts for ﹤0.01% of the portfolio, ranked #3460.

UBS AM first reported a position in SPSB in Q4 2025 and has held it in 3 quarters since. The position peaked at $95.7K in Q1 2026. 572 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

UBS AM held 112 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $3.36K as of Q2 2026.
UBS AM sold 3,072 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2026, an estimated $92.2K.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #3460 holding.
UBS AM first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
UBS AM's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $95.7K in Q1 2026.
572 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.