Activest Wealth Management’s State Street SPDR Portfolio Short Term Corporate Bond Index 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 Q3	$236K	Buy	7,972 +86	+1%	+$2.57K	0.04%	113
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%	-$100K	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

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

MCF Advisors Covington, Kentucky $2.81B AUM 12.54% 1-Year Est. Return

Rockwood Wealth Management New Hope, Pennsylvania $1.67B AUM 11.93% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

Arkansas Financial Group Little Rock, Arkansas $751M AUM 9.21% 1-Year Est. Return

First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return

CWM

Capital Wealth Management W. Warwick, Rhode Island $439M AUM 11.84% 1-Year Est. Return

Willow Creek Wealth Management Sebastopol, California $1.52B AUM

Activest Wealth Management's SPSB Position: Q3 2026 in Review

Activest Wealth Management increased its State Street SPDR Portfolio Short Term Corporate Bond Index ETF (SPSB) stake by 1.1% in Q3 2026, buying an estimated $2.57K and bringing the position to 7,972 shares worth $236K. The position accounts for 0.04% of the portfolio, ranked #113.

Activest Wealth Management first reported a position in SPSB in Q2 2022 and has held it in 17 quarters since. The position peaked at $299K in Q4 2022. 322 funds tracked by Wall St. Rank hold SPSB as of Q3 2026.

Activest Wealth Management held 7,972 shares of State Street SPDR Portfolio Short Term Corporate Bond Index ETF worth $236K as of Q3 2026.
Activest Wealth Management bought 86 State Street SPDR Portfolio Short Term Corporate Bond Index ETF shares in Q3 2026, an estimated $2.57K.
State Street SPDR Portfolio Short Term Corporate Bond Index ETF made up 0.04% of Activest Wealth Management's portfolio in Q3 2026, its #113 holding.
Activest Wealth Management first reported a position in State Street SPDR Portfolio Short Term Corporate Bond Index ETF in Q2 2022 and has held it in 17 quarters since.
Activest Wealth Management's State Street SPDR Portfolio Short Term Corporate Bond Index ETF position peaked at $299K in Q4 2022.
322 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond Index ETF as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.