United Financial Planning Group’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

United Financial Planning Group’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	$9.04K	Buy	301 +3	+1%	+$90	﹤0.01%	264
2026 Q1	$8.96K	Buy	298 +2	+0.7%	+$60	0.01%	230
2025 Q4	$8.94K	Buy	296 +4	+1%	+$121	0.01%	213
2025 Q3	$8.84K	Buy	+292	New	+$8.81K	0.01%	160

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 22.9% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

United Financial Planning Group's SPSB Position: Q2 2026 in Review

United Financial Planning Group increased its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 1% in Q2 2026, buying an estimated $90 and bringing the position to 301 shares worth $9.04K. The position accounts for ﹤0.01% of the portfolio, ranked #264.

United Financial Planning Group first reported a position in SPSB in Q3 2025 and has held it in 4 quarters since. 577 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

United Financial Planning Group held 301 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $9.04K as of Q2 2026.
United Financial Planning Group bought 3 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2026, an estimated $90.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up ﹤0.01% of United Financial Planning Group's portfolio in Q2 2026, its #264 holding.
United Financial Planning Group first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q3 2025 and has held it in 4 quarters since.
577 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.