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

Uptown Financial 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 		$214K Hold
7,115
– – 0.14% 77
2026
Q1 		$214K Hold
7,115
– – 0.17% 71
2025
Q4 		$215K Hold
7,115
– – 0.15% 72
2025
Q3 		$216K Hold
7,115
– – 0.18% 66
2025
Q2 		$215K Hold
7,115
– – 0.18% 70
2025
Q1 		$214K Hold
7,115
– – 0.22% 67
2024
Q4 		$212K Buy
+7,115
New +$213K 0.23% 58

Other funds holding SPSB

RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
RA
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
WFS
Walker Financial Services Bowling Green, Kentucky $323M AUM 8.03% 1-Year Est. Return
FFM
Flagstone Financial Management Lincoln, Nebraska $447M AUM 16.79% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Uptown Financial Advisors's SPSB Position: Q2 2026 in Review

Uptown Financial Advisors held its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) position steady in Q2 2026 at 7,115 shares worth $214K. The position accounts for 0.14% of the portfolio, ranked #77.

Uptown Financial Advisors first reported a position in SPSB in Q4 2024 and has held it in 7 quarters since. The position peaked at $216K in Q3 2025. 146 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

  • Uptown Financial Advisors held 7,115 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $214K as of Q2 2026.
  • Uptown Financial Advisors 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 0.14% of Uptown Financial Advisors's portfolio in Q2 2026, its #77 holding.
  • Uptown Financial Advisors 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.
  • Uptown Financial Advisors's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $216K in Q3 2025.
  • 146 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on Uptown Financial Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.