AWM
SPSB icon

Activest Wealth Management’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Activest Wealth Management’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 		$237K Buy
7,886
+83
+1% +$2.49K 0.05% 113
2026
Q1 		$235K Buy
7,803
+55
+0.7% +$1.66K 0.04% 137
2025
Q4 		$234K Buy
7,748
+113
+1% +$3.42K 0.04% 135
2025
Q3 		$231K Buy
7,635
+86
+1% +$2.59K 0.05% 119
2025
Q2 		$228K Buy
7,549
+88
+1% +$2.64K 0.06% 91
2025
Q1 		$225K Buy
7,461
+58
+0.8% +$1.74K 0.06% 86
2024
Q4 		$221K Buy
7,403
+118
+2% +$3.54K 0.06% 80
2024
Q3 		$221K Buy
7,285
+90
+1% +$2.7K 0.07% 75
2024
Q2 		$214K Buy
7,195
+88
+1% +$2.61K 0.07% 78
2024
Q1 		$212K Buy
7,107
+54
+0.8% +$1.61K 0.1% 60
2023
Q4 		$210K Buy
7,053
+109
+2% +$3.21K 0.12% 45
2023
Q3 		$204K Buy
+6,944
New +$204K 0.13% 40
2023
Q2 		– Sell
-6,808
Closed -$201K – 405
2023
Q1 		$201K Sell
6,808
-3,374
-33% -$99.5K 0.13% 43
2022
Q4 		$299K Buy
10,182
+93
+0.9% +$2.72K 0.09% 69
2022
Q3 		$295K Buy
10,089
+6,724
+200% +$200K 0.1% 63
2022
Q2 		$100K Buy
+3,365
New +$101K 0.07% 64

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

Activest Wealth Management's SPSB Position: Q2 2026 in Review

Activest Wealth Management increased its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 1.1% in Q2 2026, buying an estimated $2.49K and bringing the position to 7,886 shares worth $237K. The position accounts for 0.05% of the portfolio, ranked #113.

Activest Wealth Management first reported a position in SPSB in Q2 2022 and has held it in 16 quarters since. The position peaked at $299K in Q4 2022. 210 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

  • Activest Wealth Management held 7,886 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $237K as of Q2 2026.
  • Activest Wealth Management bought 83 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2026, an estimated $2.49K.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.05% of Activest Wealth Management's portfolio in Q2 2026, its #113 holding.
  • Activest Wealth Management first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q2 2022 and has held it in 16 quarters since.
  • Activest Wealth Management's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $299K in Q4 2022.
  • 210 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.