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SPSB icon

Allworth Financial’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Allworth Financial’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 		$169K Sell
5,618
-196
-3% -$5.88K ﹤0.01% 1592
2026
Q1 		$175K Sell
5,814
-1,589
-21% -$48K ﹤0.01% 1490
2025
Q4 		$224K Buy
7,403
+2,350
+47% +$71K ﹤0.01% 1293
2025
Q3 		$153K Buy
5,053
+2,961
+142% +$89.3K ﹤0.01% 1442
2025
Q2 		$63.2K Buy
2,092
+826
+65% +$24.8K ﹤0.01% 1807
2025
Q1 		$38K Hold
1,266
– – ﹤0.01% 1688
2024
Q4 		$37.9K Buy
1,266
+186
+17% +$5.58K ﹤0.01% 1717
2024
Q3 		$32.7K Hold
1,080
– – ﹤0.01% 1599
2024
Q2 		$32.2K Hold
1,080
– – ﹤0.01% 1584
2024
Q1 		$32.2K Buy
1,080
+678
+169% +$20.2K ﹤0.01% 1500
2023
Q4 		$12K Sell
402
-154
-28% -$4.53K ﹤0.01% 1909
2023
Q3 		$16.3K Sell
556
-419
-43% -$12.3K ﹤0.01% 1652
2023
Q2 		$28.7K Buy
975
+266
+38% +$7.85K ﹤0.01% 1346
2023
Q1 		$21K Buy
709
+2
+0.3% +$59 ﹤0.01% 1423
2022
Q4 		$20.8K Sell
707
-984
-58% -$28.8K ﹤0.01% 1346
2022
Q3 		$49K Buy
1,691
+1,291
+323% +$38.3K ﹤0.01% 971
2022
Q2 		$12K Sell
400
-335
-46% -$10K ﹤0.01% 1508
2022
Q1 		$22K Hold
735
– – ﹤0.01% 1222
2021
Q4 		$23K Sell
735
-1,483
-67% -$46.1K ﹤0.01% 1067
2021
Q3 		$69K Buy
2,218
+1,818
+455% +$56.9K ﹤0.01% 705
2021
Q2 		$13K Hold
400
– – ﹤0.01% 975
2021
Q1 		$13K Sell
400
-145
-27% -$4.54K ﹤0.01% 916
2020
Q4 		$17K Buy
+545
New +$17.1K ﹤0.01% 711

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

Allworth Financial's SPSB Position: Q2 2026 in Review

Allworth Financial reduced its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 3.4% in Q2 2026, selling an estimated $5.88K and leaving 5,618 shares worth $169K. The position accounts for ﹤0.01% of the portfolio, ranked #1592.

Allworth Financial first reported a position in SPSB in Q4 2020 and has held it in 23 quarters since. The position peaked at $224K in Q4 2025. 571 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

  • Allworth Financial held 5,618 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $169K as of Q2 2026.
  • Allworth Financial sold 196 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2026, an estimated $5.88K.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1592 holding.
  • Allworth Financial first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • Allworth Financial's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $224K in Q4 2025.
  • 571 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.