Zhang Financial’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Zhang Financial’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	$1.29M	Sell	42,863 -1,520	-3%	-$45.6K	0.04%	175
2026 Q1	$1.33M	Sell	44,383 -1,174	-3%	-$35.4K	0.05%	165
2025 Q4	$1.38M	Buy	45,557 +3,092	+7%	+$93.4K	0.05%	156
2025 Q3	$1.29M	Buy	42,465 +3,540	+9%	+$107K	0.05%	155
2025 Q2	$1.18M	Sell	38,925 -499	-1%	-$15K	0.05%	154
2025 Q1	$1.19M	Buy	39,424 +16,235	+70%	+$486K	0.06%	144
2024 Q4	$692K	Hold	23,189	–	–	0.04%	180
2024 Q3	$702K	Hold	23,189	–	–	0.04%	174
2024 Q2	$689K	Hold	23,189	–	–	0.05%	164
2024 Q1	$690K	Hold	23,189	–	–	0.05%	168
2023 Q4	$691K	Buy	+23,189	New	+$682K	0.06%	155

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

Zhang Financial's SPSB Position: Q2 2026 in Review

Zhang Financial reduced its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 3.4% in Q2 2026, selling an estimated $45.6K and leaving 42,863 shares worth $1.29M. The position accounts for 0.04% of the portfolio, ranked #175.

Zhang Financial first reported a position in SPSB in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.38M in Q4 2025. 572 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

Zhang Financial held 42,863 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $1.29M as of Q2 2026.
Zhang Financial sold 1,520 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2026, an estimated $45.6K.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.04% of Zhang Financial's portfolio in Q2 2026, its #175 holding.
Zhang Financial first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
Zhang Financial's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $1.38M in Q4 2025.
572 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on Zhang Financial's 13F filing for Q2 2026, filed 30 Jul 2026.