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Alliance Wealth Advisors (Utah)’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Alliance Wealth Advisors (Utah)’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 		– Sell
-8,825
Closed -$265K – 258
2026
Q1 		$265K Sell
8,825
-2,770
-24% -$83.6K 0.06% 208
2025
Q4 		$350K Sell
11,595
-2,350
-17% -$71K 0.08% 201
2025
Q3 		$422K Buy
13,945
+720
+5% +$21.7K 0.1% 194
2025
Q2 		$399K Buy
13,225
+470
+4% +$14.1K 0.1% 188
2025
Q1 		$384K Buy
12,755
+185
+1% +$5.54K 0.1% 188
2024
Q4 		$375K Buy
12,570
+4,659
+59% +$140K 0.1% 194
2024
Q3 		$240K Buy
7,911
+864
+12% +$25.9K 0.06% 223
2024
Q2 		$209K Sell
7,047
-6,820
-49% -$202K 0.06% 217
2024
Q1 		$413K Buy
13,867
+833
+6% +$24.8K 0.12% 164
2023
Q4 		$388K Sell
13,034
-963
-7% -$28.3K 0.13% 166
2023
Q3 		$410K Buy
13,997
+815
+6% +$23.9K 0.15% 141
2023
Q2 		$388K Sell
13,182
-56
-0.4% -$1.65K 0.14% 148
2023
Q1 		$392K Sell
13,238
-639
-5% -$18.9K 0.16% 138
2022
Q4 		$408K Buy
+13,877
New +$406K 0.18% 123

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

Alliance Wealth Advisors (Utah)'s SPSB Position: Q2 2026 in Review

Alliance Wealth Advisors (Utah) sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q2 2026, closing a stake of 8,825 shares — an estimated $265K sold.

Alliance Wealth Advisors (Utah) first reported a position in SPSB in Q4 2022 and held it in 14 quarters. The position peaked at $422K in Q3 2025. 572 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

  • Alliance Wealth Advisors (Utah) reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Alliance Wealth Advisors (Utah) sold 8,825 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2026, an estimated $265K.
  • Alliance Wealth Advisors (Utah) first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2022 and held it in 14 quarters.
  • Alliance Wealth Advisors (Utah)'s State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $422K in Q3 2025.
  • 572 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q2 2026, filed 23 Jul 2026.