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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
Q2 		$24.4M Buy
812,437
+75,552
+10% +$2.27M 0.14% 140
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
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 22.96% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Waverly Advisors's SPSB Position: Q2 2026 in Review

Waverly Advisors increased its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 10% in Q2 2026, buying an estimated $2.27M and bringing the position to 812,437 shares worth $24.4M. The position accounts for 0.14% of the portfolio, ranked #140.

Waverly Advisors first reported a position in SPSB in Q1 2024 and has held it in 10 quarters since. The position peaked at $43.2M in Q1 2025. 574 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

  • Waverly Advisors held 812,437 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $24.4M as of Q2 2026.
  • Waverly Advisors bought 75,552 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2026, an estimated $2.27M.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.14% of Waverly Advisors's portfolio in Q2 2026, its #140 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 10 quarters since.
  • Waverly Advisors's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $43.2M in Q1 2025.
  • 574 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.