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

Action Point Financial Planning’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 		$3.66K Buy
+122
New +$3.66K ﹤0.01% 1961

Other funds holding SPSB

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Action Point Financial Planning's SPSB Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q2 2026: 122 shares worth $3.66K. The stake represents ﹤0.01% of the portfolio and ranks #1961 among its holdings.

571 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

  • Action Point Financial Planning held 122 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $3.66K as of Q2 2026.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF was a new Action Point Financial Planning position in Q2 2026.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1961 holding.
  • 571 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.