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

YHB Investment 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 		$1.11M Buy
36,932
+650
+2% +$19.5K 0.07% 165
2026
Q1 		$1.09M Sell
36,282
-552
-1% -$16.7K 0.08% 158
2025
Q4 		$1.11M Buy
36,834
+1,491
+4% +$45.1K 0.08% 154
2025
Q3 		$1.07M Sell
35,343
-2,973
-8% -$89.7K 0.08% 155
2025
Q2 		$1.16M Buy
38,316
+1,549
+4% +$46.5K 0.09% 153
2025
Q1 		$1.11M Buy
36,767
+12,254
+50% +$367K 0.09% 148
2024
Q4 		$732K Buy
24,513
+5,175
+27% +$155K 0.06% 166
2024
Q3 		$586K Buy
19,338
+2,663
+16% +$79.9K 0.05% 191
2024
Q2 		$495K Buy
+16,675
New +$494K 0.04% 197

Other funds holding SPSB

RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
AFG
Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
CWM
Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return
QFA
Quattro Financial Advisors The Woodlands, Texas $468M AUM 13.49% 1-Year Est. Return
HVIA
Hudson Valley Investment Advisors Goshen, New York $823M AUM 31.4% 1-Year Est. Return
CWP
Concord Wealth Partners Abingdon, Virginia $873M AUM 24.02% 1-Year Est. Return
CAMV
Concord Asset Management (Virginia) Abingdon, Virginia $646M AUM 25.36% 1-Year Est. Return
WFS
Walker Financial Services Bowling Green, Kentucky $323M AUM 8.03% 1-Year Est. Return

YHB Investment Advisors's SPSB Position: Q2 2026 in Review

YHB Investment Advisors increased its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 1.8% in Q2 2026, buying an estimated $19.5K and bringing the position to 36,932 shares worth $1.11M. The position accounts for 0.07% of the portfolio, ranked #165.

YHB Investment Advisors first reported a position in SPSB in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.16M in Q2 2025. 270 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

  • YHB Investment Advisors held 36,932 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $1.11M as of Q2 2026.
  • YHB Investment Advisors bought 650 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2026, an estimated $19.5K.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.07% of YHB Investment Advisors's portfolio in Q2 2026, its #165 holding.
  • YHB Investment Advisors first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q2 2024 and has held it in 9 quarters since.
  • YHB Investment Advisors's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $1.16M in Q2 2025.
  • 270 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.