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SPDR Barclays Cptl Shrt Term Corp Bd ETF shares owned by Portland Financial Advisors

Quarter-by-quarter ownership of SPDR Barclays Cptl Shrt Term Corp Bd ETF (SPSB) shares owned by Portland Financial Advisors from 13F filings

Historical chart of Portland Financial Advisors investment in SPDR Barclays Cptl Shrt Term Corp Bd ETF

Tip: Access up to 7 years of quarterly data

All positions including SPDR Barclays Cptl Shrt Term Corp Bd ETF held by Portland Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR Barclays Cptl Shrt Term Corp Bd ETF by Portland Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.4M 45k 30.29
2025-06-30 $964k 32k 30.19
2025-03-31 $798k 27k 30.10

More positions owned by Portland Financial Advisors

Vanguard Index Fds Mid Cap Etf (VO)
Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Omega Healthcare Investors (OHI)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Msci Gbl Min Vol (ACWV)
Spdr Series Trust Portfolio Short (SPSB)
Spdr Series Trust Bloomberg Invt (FLRN)
Spdr Series Trust Ssga Us Lrg Etf (LGLV)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Spdr Series Trust Bbg Conv Sec Etf (CWB)
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)

View all positions for Portland Financial Advisors

Top funds holding SPDR Barclays Cptl Shrt Term Corp Bd ETF

Creative Planning
ValMark Advisers
LPL Financial
Morgan Stanley
Envestnet Asset Management
The Allstate Corporation
Baird Financial
Advisory Alpha
Royal Bank of Canada
State Street Corporation
Huntington National Bank
MCF Advisors
Wells Fargo & Company
Goldman Sachs Group
Ameriprise Financial

View all funds holding SPDR Barclays Cptl Shrt Term Corp Bd ETF