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

Waverly 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 Q1	$22.2M	Buy	736,885 +2,984	+0.4%	+$90.1K	0.17%	126
2025 Q4	$22.2M	Buy	733,901 +28,597	+4%	+$864K	0.18%	111
2025 Q3	$21.4M	Sell	705,304 -262,062	-27%	-$7.91M	0.21%	92
2025 Q2	$29.2M	Sell	967,366 -466,579	-33%	-$14M	0.32%	65
2025 Q1	$43.2M	Buy	1,433,945 +876,266	+157%	+$26.3M	0.53%	40
2024 Q4	$16.7M	Buy	557,679 +12,431	+2%	+$373K	0.26%	79
2024 Q3	$16.5M	Buy	545,248 +363	+0.1%	+$10.9K	0.3%	62
2024 Q2	$16.2M	Sell	544,885 -31,964	-6%	-$947K	0.32%	59
2024 Q1	$17.2M	Buy	+576,849	New	+$17.2M	0.4%	50

Other funds holding SPSB

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Waverly Advisors's SPSB Position: Q1 2026 in Review

Waverly Advisors increased its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 0.41% in Q1 2026, buying an estimated $90.1K and bringing the position to 736,885 shares worth $22.2M. The position accounts for 0.17% of the portfolio, ranked #126.

Waverly Advisors first reported a position in SPSB in Q1 2024 and has held it in 9 quarters since. The position peaked at $43.2M in Q1 2025. 570 funds tracked by Wall St. Rank hold SPSB as of Q1 2026.

Waverly Advisors held 736,885 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $22.2M as of Q1 2026.
Waverly Advisors bought 2,984 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q1 2026, an estimated $90.1K.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.17% of Waverly Advisors's portfolio in Q1 2026, its #126 holding.
Waverly Advisors first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q1 2024 and has held it in 9 quarters since.
Waverly Advisors's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $43.2M in Q1 2025.
570 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.