Y.D. More Investments’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Y.D. More Investments’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	$195K	Buy	6,500 +1,200	+23%	+$36K	0.01%	230
2026 Q1	$159K	Buy	5,300 +1,220	+30%	+$36.8K	0.01%	218
2025 Q4	$123K	Hold	4,080	–	–	0.01%	224
2025 Q3	$123K	Sell	4,080 -380	-9%	-$11.5K	0.01%	247
2025 Q2	$134K	Buy	4,460 +1,380	+45%	+$41.4K	0.01%	241
2025 Q1	$92.6K	Hold	3,080	–	–	0.01%	276
2024 Q4	$91.9K	Buy	3,080 +1,300	+73%	+$39K	0.01%	267
2024 Q3	$53.8K	Sell	1,780 -1,600	-47%	-$48K	0.01%	285
2024 Q2	$100K	Hold	3,380	–	–	0.01%	254
2024 Q1	$100K	Hold	3,380	–	–	0.02%	203
2023 Q4	$101K	Hold	3,380	–	–	0.02%	199
2023 Q3	$99K	Sell	3,380 -1,400	-29%	-$41.1K	0.02%	196
2023 Q2	$141K	Buy	4,780 +1,400	+41%	+$41.3K	0.03%	151
2023 Q1	$100K	Sell	3,380 -1,950	-37%	-$57.5K	0.02%	179
2022 Q4	$156K	Buy	+5,330	New	+$156K	0.04%	171

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

Y.D. More Investments's SPSB Position: Q2 2026 in Review

Y.D. More Investments increased its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 23% in Q2 2026, buying an estimated $36K and bringing the position to 6,500 shares worth $195K. The position accounts for 0.01% of the portfolio, ranked #230.

Y.D. More Investments first reported a position in SPSB in Q4 2022 and has held it in 15 quarters since. 571 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

Y.D. More Investments held 6,500 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $195K as of Q2 2026.
Y.D. More Investments bought 1,200 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2026, an estimated $36K.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.01% of Y.D. More Investments's portfolio in Q2 2026, its #230 holding.
Y.D. More Investments first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2022 and has held it in 15 quarters since.
571 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on Y.D. More Investments's 13F filing for Q2 2026, filed 5 Aug 2026.