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

Alliance Wealth Management Group’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	$224K	Buy	7,688 +167	+2%	+$5.04K	0.05%	89
2025 Q4	$220K	Buy	7,521 +241	+3%	+$7.28K	0.05%	90
2025 Q3	$213K	Buy	7,280 +170	+2%	+$5.13K	0.05%	90
2025 Q2	$208K	Sell	7,110 -251	-3%	-$7.53K	0.05%	84
2025 Q1	$215K	Sell	7,361 -33	-0.4%	-$989	0.06%	80
2024 Q4	$215K	Buy	7,394 +51	+0.7%	+$1.53K	0.06%	81
2024 Q3	$216K	Buy	7,343 +131	+2%	+$3.93K	0.06%	80
2024 Q2	$208K	Buy	+7,212	New	+$214K	0.06%	82
2024 Q1	–	Sell	-13,040	Closed	-$379K	–	80
2023 Q4	$379K	Buy	+13,040	New	+$384K	0.12%	60
2023 Q2	$371K	Sell	12,893 -5,850	-31%	-$173K	0.12%	59
2023 Q1	$548K	Buy	18,743 +1,371	+8%	+$40.4K	0.19%	49
2022 Q4	$502K	Sell	17,372 -1,049	-6%	-$30.7K	0.18%	51
2022 Q3	$533K	Buy	18,421 +11,572	+169%	+$344K	0.21%	46
2022 Q2	$202K	Sell	6,849 -211	-3%	-$6.31K	0.07%	71
2022 Q1	$209K	Buy	7,060 +194	+3%	+$5.92K	0.07%	72
2021 Q4	$209K	Buy	6,866 +37	+0.5%	+$1.15K	0.06%	74
2021 Q3	$209K	Buy	+6,829	New	+$214K	0.07%	71
2021 Q1	–	Sell	-16,962	Closed	-$521K	–	66
2020 Q4	$521K	Buy	16,962 +855	+5%	+$26.8K	0.21%	42
2020 Q3	$494K	Buy	16,107 +1,018	+7%	+$31.9K	0.21%	43
2020 Q2	$464K	Buy	+15,089	New	+$468K	0.21%	42
2018 Q4	–	Sell	-62,126	Closed	-$1.88M	–	57
2018 Q3	$1.88M	Sell	62,126 -328	-0.5%	-$9.9K	1.02%	20
2018 Q2	$1.88M	Buy	62,454 +1,050	+2%	+$31.7K	1.09%	22
2018 Q1	$1.85M	Buy	61,404 +10,702	+21%	+$324K	0.87%	25
2017 Q4	$1.54M	Buy	+50,702	New	+$1.55M	0.76%	27

Other funds holding SPSB

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Alliance Wealth Management Group's SPSB Position: Q1 2026 in Review

Alliance Wealth Management Group increased its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 2.2% in Q1 2026, buying an estimated $5.04K and bringing the position to 7,688 shares worth $224K. The position accounts for 0.05% of the portfolio, ranked #89.

Alliance Wealth Management Group first reported a position in SPSB in Q4 2017 and has held it in 24 quarters since. The position peaked at $1.88M in Q2 2018. 570 funds tracked by Wall St. Rank hold SPSB as of Q1 2026.

Alliance Wealth Management Group held 7,688 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $224K as of Q1 2026.
Alliance Wealth Management Group bought 167 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q1 2026, an estimated $5.04K.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.05% of Alliance Wealth Management Group's portfolio in Q1 2026, its #89 holding.
Alliance Wealth Management Group first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2017 and has held it in 24 quarters since.
Alliance Wealth Management Group's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $1.88M in Q2 2018.
570 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2026.

Based on Alliance Wealth Management Group's 13F filing for Q1 2026, filed 29 Apr 2026.