Waterloo Capital’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Waterloo Capital’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	$371K	Buy	+12,349	New	+$371K	0.02%	411

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

Waterloo Capital's SPSB Position: Q2 2026 in Review

Waterloo Capital opened a new position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q2 2026: 12,349 shares worth $371K. The stake represents 0.02% of the portfolio and ranks #411 among its holdings.

572 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

Waterloo Capital held 12,349 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $371K as of Q2 2026.
State Street SPDR Portfolio Short Term Corporate Bond ETF was a new Waterloo Capital position in Q2 2026.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.02% of Waterloo Capital's portfolio in Q2 2026, its #411 holding.
572 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on Waterloo Capital's 13F filing for Q2 2026, filed 29 Jul 2026.