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

Apollon 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 		$2.54M Sell
84,336
-25,325
-23% -$765K 0.04% 338
2025
Q4 		$3.31M Buy
109,661
+10,134
+10% +$306K 0.06% 280
2025
Q3 		$3.01M Sell
99,527
-33,612
-25% -$1.01M 0.05% 289
2025
Q2 		$4.02M Buy
133,139
+118,375
+802% +$3.55M 0.08% 217
2025
Q1 		$444K Sell
14,764
-1,027
-7% -$30.8K 0.01% 795
2024
Q4 		$472K Buy
15,791
+2,489
+19% +$74.6K 0.01% 779
2024
Q3 		$403K Sell
13,302
-2,708
-17% -$81.2K 0.01% 807
2024
Q2 		$476K Sell
16,010
-46,712
-74% -$1.38M 0.01% 701
2024
Q1 		$1.87M Sell
62,722
-4,429
-7% -$132K 0.06% 306
2023
Q4 		$2M Sell
67,151
-21,775
-24% -$641K 0.07% 259
2023
Q3 		$2.61M Buy
88,926
+7,712
+9% +$226K 0.13% 145
2023
Q2 		$2.39M Buy
81,214
+39,895
+97% +$1.18M 0.12% 185
2023
Q1 		$1.22M Buy
41,319
+19,623
+90% +$579K 0.08% 277
2022
Q4 		$637K Buy
+21,696
New +$635K 0.05% 431

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

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

Apollon Wealth Management reduced its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 23% in Q1 2026, selling an estimated $765K and leaving 84,336 shares worth $2.54M. The position accounts for 0.04% of the portfolio, ranked #338.

Apollon Wealth Management first reported a position in SPSB in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.02M in Q2 2025. 570 funds tracked by Wall St. Rank hold SPSB as of Q1 2026.

  • Apollon Wealth Management held 84,336 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $2.54M as of Q1 2026.
  • Apollon Wealth Management sold 25,325 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q1 2026, an estimated $765K.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.04% of Apollon Wealth Management's portfolio in Q1 2026, its #338 holding.
  • Apollon Wealth Management first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2022 and has held it in 14 quarters since.
  • Apollon Wealth Management's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $4.02M in Q2 2025.
  • 570 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2026.

Based on Apollon Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.