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Vise Technologies’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Vise Technologies’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 		$579K Sell
19,296
-1,828
-9% -$54.9K 0.01% 1076
2026
Q1 		$638K Hold
21,124
– – 0.01% 758
2025
Q4 		$638K Buy
21,124
+4,774
+29% +$144K 0.01% 763
2025
Q3 		$495K Buy
16,350
+191
+1% +$5.76K 0.02% 672
2025
Q2 		$488K Buy
+16,159
New +$485K 0.02% 655
2024
Q4 		$432K Sell
14,464
-1,265
-8% -$37.9K 0.04% 478
2024
Q3 		$476K Sell
15,729
-2,749
-15% -$82.5K 0.06% 316
2024
Q2 		$549K Buy
18,478
+2,017
+12% +$59.8K 0.1% 214
2024
Q1 		$490K Sell
16,461
-4,262
-21% -$127K 0.1% 207
2023
Q4 		$617K Buy
20,723
+1,101
+6% +$32.4K 0.13% 159
2023
Q3 		$575K Sell
19,622
-1,866
-9% -$54.8K 0.14% 158
2023
Q2 		$633K Sell
21,488
-2,516
-10% -$74.3K 0.15% 154
2023
Q1 		$711K Buy
24,004
+88
+0.4% +$2.6K 0.19% 122
2022
Q4 		$703K Buy
23,916
+14,774
+162% +$432K 0.22% 108
2022
Q3 		$267K Buy
+9,142
New +$271K 0.1% 232

Other funds holding SPSB

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Vise Technologies's SPSB Position: Q2 2026 in Review

Vise Technologies reduced its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 8.7% in Q2 2026, selling an estimated $54.9K and leaving 19,296 shares worth $579K. The position accounts for 0.01% of the portfolio, ranked #1076.

Vise Technologies first reported a position in SPSB in Q3 2022 and has held it in 15 quarters since. The position peaked at $711K in Q1 2023. 577 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

  • Vise Technologies held 19,296 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $579K as of Q2 2026.
  • Vise Technologies sold 1,828 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2026, an estimated $54.9K.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.01% of Vise Technologies's portfolio in Q2 2026, its #1076 holding.
  • Vise Technologies first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q3 2022 and has held it in 15 quarters since.
  • Vise Technologies's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $711K in Q1 2023.
  • 577 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.