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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
Q3 		$1.05M Sell
35,619
-1,313
-4% -$39.2K 0.07% 168
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

GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MCP
Martin Capital Partners Eugene, Oregon $279M AUM 18.87% 1-Year Est. Return
RCP
Roan Capital Partners Johnson City, Tennessee $137M AUM
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $467M AUM 13.43% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

YHB Investment Advisors's SPSB Position: Q3 2026 in Review

YHB Investment Advisors reduced its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 3.6% in Q3 2026, selling an estimated $39.2K and leaving 35,619 shares worth $1.05M. The position accounts for 0.07% of the portfolio, ranked #168.

YHB Investment Advisors first reported a position in SPSB in Q2 2024 and has held it in 10 quarters since. The position peaked at $1.16M in Q2 2025. 25 funds tracked by Wall St. Rank hold SPSB as of Q3 2026.

  • YHB Investment Advisors held 35,619 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $1.05M as of Q3 2026.
  • YHB Investment Advisors sold 1,313 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q3 2026, an estimated $39.2K.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.07% of YHB Investment Advisors's portfolio in Q3 2026, its #168 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 10 quarters since.
  • YHB Investment Advisors's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $1.16M in Q2 2025.
  • 25 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q3 2026.

Based on YHB Investment Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.