James T. Borello RIA’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

James T. Borello RIA’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 Q3	$124K	Hold	4,180	–	–	0.03%	153
2026 Q2	$125K	Hold	4,180	–	–	0.03%	145
2026 Q1	$126K	Hold	4,180	–	–	0.03%	135
2025 Q4	$126K	Buy	4,180 +24	+0.6%	+$725	0.03%	120
2025 Q3	$126K	Hold	4,156	–	–	0.03%	114
2025 Q2	$125K	Hold	4,156	–	–	0.04%	105
2025 Q1	$125K	Buy	4,156 +3,977	+2,222%	+$119K	0.04%	93
2024 Q4	$5.34K	Hold	179	–	–	﹤0.01%	154
2024 Q3	$5.42K	Hold	179	–	–	﹤0.01%	140
2024 Q2	$5.32K	Hold	179	–	–	﹤0.01%	131
2024 Q1	$5.33K	Hold	179	–	–	﹤0.01%	131
2023 Q4	$5.33K	Buy	+179	New	+$5.27K	﹤0.01%	111

Other funds holding SPSB

Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

Quattro Financial Advisors The Woodlands, Texas $483M AUM 11.42% 1-Year Est. Return

Cherry Tree Wealth Management Minnetonka, Minnesota $531M AUM 9.26% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return

Woodside Wealth Management Framingham, Massachusetts $146M AUM 13.89% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Cornerstone Management Duluth, Georgia $673M AUM 7.67% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

KDA

Kraft Davis & Associates St. Louis, Missouri $474M AUM 20.45% 1-Year Est. Return

James T. Borello RIA's SPSB Position: Q3 2026 in Review

James T. Borello RIA held its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) position steady in Q3 2026 at 4,180 shares worth $124K. The position accounts for 0.03% of the portfolio, ranked #153.

James T. Borello RIA first reported a position in SPSB in Q4 2023 and has held it in 12 quarters since. The position peaked at $126K in Q4 2025. 141 funds tracked by Wall St. Rank hold SPSB as of Q3 2026.

James T. Borello RIA held 4,180 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $124K as of Q3 2026.
James T. Borello RIA left its State Street SPDR Portfolio Short Term Corporate Bond ETF share count unchanged in Q3 2026.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.03% of James T. Borello RIA's portfolio in Q3 2026, its #153 holding.
James T. Borello RIA first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2023 and has held it in 12 quarters since.
James T. Borello RIA's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $126K in Q4 2025.
141 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.