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

Arete Wealth Advisors’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 		$2.45M Buy
81,527
+1,930
+2% +$58.3K 0.18% 142
2025
Q4 		$2.4M Buy
79,597
+654
+0.8% +$19.8K 0.15% 146
2025
Q3 		$2.39M Buy
78,943
+6,576
+9% +$198K 0.15% 133
2025
Q2 		$2.19M Buy
72,367
+1,357
+2% +$40.7K 0.16% 128
2025
Q1 		$2.14M Sell
71,010
-135
-0.2% -$4.04K 0.16% 132
2024
Q4 		$2.12M Sell
71,145
-26,268
-27% -$787K 0.15% 135
2024
Q3 		$2.95M Sell
97,413
-48,886
-33% -$1.47M 0.25% 82
2024
Q2 		$4.35M Sell
146,299
-6,186
-4% -$183K 0.36% 59
2024
Q1 		$4.54M Buy
152,485
+35,794
+31% +$1.06M 0.42% 57
2023
Q4 		$3.48M Buy
116,691
+63,385
+119% +$1.87M 0.27% 78
2023
Q3 		$1.56M Sell
53,306
-25,099
-32% -$737K 0.27% 83
2023
Q2 		$2.31M Buy
78,405
+2,659
+4% +$78.5K 0.2% 108
2023
Q1 		$2.24M Buy
75,746
+25,927
+52% +$765K 0.18% 108
2022
Q4 		$1.46B Buy
49,819
+4,563
+10% +$134K 0.13% 145
2022
Q3 		$1.32M Buy
45,256
+4,816
+12% +$143K 0.13% 140
2022
Q2 		$1.2M Buy
40,440
+64
+0.2% +$1.91K 0.12% 129
2022
Q1 		$1.22M Buy
40,376
+6,477
+19% +$198K 0.1% 158
2021
Q4 		$1.05M Buy
33,899
+2,650
+8% +$82.3K 0.09% 182
2021
Q3 		$977K Buy
31,249
+4,281
+16% +$134K 0.11% 172
2021
Q2 		$838K Buy
26,968
+5,024
+23% +$157K 0.12% 154
2021
Q1 		$687K Buy
21,944
+3,678
+20% +$115K 0.09% 200
2020
Q4 		$574K Buy
18,266
+7,896
+76% +$248K 0.08% 211
2020
Q3 		$325K Buy
10,370
+937
+10% +$29.4K 0.05% 279
2020
Q2 		$296K Buy
9,433
+98
+1% +$3.04K 0.05% 297
2020
Q1 		$282K Sell
9,335
-250
-3% -$7.64K 0.06% 252
2019
Q4 		$296K Buy
9,585
+95
+1% +$2.93K 0.05% 301
2019
Q3 		$293K Buy
9,490
+1,655
+21% +$50.9K 0.06% 295
2019
Q2 		$241K Buy
+7,835
New +$239K 0.05% 334
2019
Q1 		– Sell
-23,588
Closed -$711K – 412
2018
Q4 		$711K Buy
23,588
+3,501
+17% +$105K 0.17% 148
2018
Q3 		$606K Buy
+20,087
New +$606K 0.13% 167

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

Arete Wealth Advisors's SPSB Position: Q1 2026 in Review

Arete Wealth Advisors increased its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 2.4% in Q1 2026, buying an estimated $58.3K and bringing the position to 81,527 shares worth $2.45M. The position accounts for 0.18% of the portfolio, ranked #142.

Arete Wealth Advisors first reported a position in SPSB in Q3 2018 and has held it in 30 quarters since. The position peaked at $1.46B in Q4 2022. 570 funds tracked by Wall St. Rank hold SPSB as of Q1 2026.

  • Arete Wealth Advisors held 81,527 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $2.45M as of Q1 2026.
  • Arete Wealth Advisors bought 1,930 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q1 2026, an estimated $58.3K.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.18% of Arete Wealth Advisors's portfolio in Q1 2026, its #142 holding.
  • Arete Wealth Advisors first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q3 2018 and has held it in 30 quarters since.
  • Arete Wealth Advisors's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $1.46B in Q4 2022.
  • 570 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.