Union Bancaire Privee’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Union Bancaire Privee’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	$1.93M	Hold	64,172	–	–	0.02%	251
2026 Q1	$1.93M	Sell	64,172 -5,250	-8%	-$158K	0.03%	236
2025 Q4	$2.1M	Hold	69,422	–	–	0.02%	220
2025 Q3	$2.1M	Buy	69,422 +5,573	+9%	+$168K	0.03%	196
2025 Q2	$1.93M	Hold	63,849	–	–	0.03%	201
2025 Q1	$1.92M	Buy	63,849 +52,719	+474%	+$1.58M	0.04%	182
2024 Q4	$332K	Buy	+11,130	New	+$334K	0.01%	373

Other funds holding SPSB

RWM

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

AFG

Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return

SPIA

Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return

CWM

Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return

QFA

Quattro Financial Advisors The Woodlands, Texas $468M AUM 13.49% 1-Year Est. Return

HVIA

Hudson Valley Investment Advisors Goshen, New York $823M AUM 31.4% 1-Year Est. Return

CWP

Concord Wealth Partners Abingdon, Virginia $873M AUM 24.02% 1-Year Est. Return

CAMV

Concord Asset Management (Virginia) Abingdon, Virginia $646M AUM 25.36% 1-Year Est. Return

WFS

Walker Financial Services Bowling Green, Kentucky $323M AUM 8.03% 1-Year Est. Return

Union Bancaire Privee's SPSB Position: Q2 2026 in Review

Union Bancaire Privee held its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) position steady in Q2 2026 at 64,172 shares worth $1.93M. The position accounts for 0.02% of the portfolio, ranked #251.

Union Bancaire Privee first reported a position in SPSB in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.1M in Q3 2025. 256 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

Union Bancaire Privee held 64,172 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $1.93M as of Q2 2026.
Union Bancaire Privee left its State Street SPDR Portfolio Short Term Corporate Bond ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.02% of Union Bancaire Privee's portfolio in Q2 2026, its #251 holding.
Union Bancaire Privee first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
Union Bancaire Privee's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $2.1M in Q3 2025.
256 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on Union Bancaire Privee's 13F filing for Q2 2026, filed 16 Jul 2026.