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

AE 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
Q1 		$317K Sell
10,528
-5,005
-32% -$151K ﹤0.01% 1347
2025
Q4 		$469K Sell
15,533
-5,835
-27% -$176K ﹤0.01% 1081
2025
Q3 		$647K Buy
21,368
+14,775
+224% +$446K ﹤0.01% 878
2025
Q2 		$199K Sell
6,593
-6,670
-50% -$200K ﹤0.01% 1315
2025
Q1 		$399K Sell
13,263
-37,339
-74% -$1.12M ﹤0.01% 987
2024
Q4 		$1.51M Sell
50,602
-93,068
-65% -$2.79M 0.01% 610
2024
Q3 		$4.35M Sell
143,670
-18,089
-11% -$543K 0.04% 359
2024
Q2 		$4.8M Buy
161,759
+147,642
+1,046% +$4.37M 0.05% 333
2024
Q1 		$420K Sell
14,117
-1,048,270
-99% -$31.2M ﹤0.01% 867
2023
Q4 		$31.7M Sell
1,062,387
-122,649
-10% -$3.61M 0.16% 134
2023
Q3 		$34.7M Sell
1,185,036
-830,058
-41% -$24.4M 0.21% 107
2023
Q2 		$59.3M Buy
2,015,094
+347,482
+21% +$10.3M 0.36% 43
2023
Q1 		$49.4M Sell
1,667,612
-69,614
-4% -$2.05M 0.32% 54
2022
Q4 		$51M Sell
1,737,226
-252,376
-13% -$7.39M 0.37% 44
2022
Q3 		$58.1M Buy
1,989,602
+198,212
+11% +$5.88M 0.46% 35
2022
Q2 		$53.3M Buy
1,791,390
+742,113
+71% +$22.2M 0.43% 43
2022
Q1 		$31.6M Buy
1,049,277
+445,510
+74% +$13.6M 0.22% 102
2021
Q4 		$18.7M Buy
603,767
+381,819
+172% +$11.9M 0.13% 165
2021
Q3 		$6.94M Buy
221,948
+101,006
+84% +$3.16M 0.06% 304
2021
Q2 		$3.79M Buy
120,942
+21,602
+22% +$676K 0.03% 451
2021
Q1 		$3.11M Buy
99,340
+16,774
+20% +$526K 0.03% 444
2020
Q4 		$2.59M Buy
82,566
+846
+1% +$26.5K 0.03% 425
2020
Q3 		$2.56M Buy
81,720
+9,125
+13% +$286K 0.04% 367
2020
Q2 		$2.27M Buy
72,595
+57,814
+391% +$1.79M 0.04% 374
2020
Q1 		$447K Sell
14,781
-83,698
-85% -$2.56M 0.01% 719
2019
Q4 		$3.04M Buy
98,479
+65,009
+194% +$2M 0.07% 261
2019
Q3 		$1.03M Buy
33,470
+23,924
+251% +$736K 0.03% 435
2019
Q2 		$294K Buy
9,546
+1,091
+13% +$33.3K 0.01% 760
2019
Q1 		$258K Sell
8,455
-5,857
-41% -$178K 0.02% 512
2018
Q4 		$431K Buy
14,312
+1,504
+12% +$45.2K 0.07% 277
2018
Q3 		$387K Buy
+12,808
New +$386K 0.02% 385

Other funds holding SPSB

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

AE Wealth Management's SPSB Position: Q1 2026 in Review

AE Wealth Management reduced its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 32% in Q1 2026, selling an estimated $151K and leaving 10,528 shares worth $317K. The position accounts for ﹤0.01% of the portfolio, ranked #1347.

AE Wealth Management first reported a position in SPSB in Q3 2018 and has held it in 31 quarters since. The position peaked at $59.3M in Q2 2023. 570 funds tracked by Wall St. Rank hold SPSB as of Q1 2026.

  • AE Wealth Management held 10,528 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $317K as of Q1 2026.
  • AE Wealth Management sold 5,005 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q1 2026, an estimated $151K.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1347 holding.
  • AE Wealth Management first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q3 2018 and has held it in 31 quarters since.
  • AE Wealth Management's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $59.3M in Q2 2023.
  • 570 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.