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

ARS Wealth Advisors 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
Q2 		$277K Hold
9,221
– – 0.02% 191
2026
Q1 		$277K Hold
9,221
– – 0.02% 176
2025
Q4 		$278K Buy
9,221
+615
+7% +$18.6K 0.03% 155
2025
Q3 		$261K Buy
8,606
+665
+8% +$20.1K 0.03% 160
2025
Q2 		$240K Buy
7,941
+500
+7% +$15K 0.03% 165
2025
Q1 		$224K Buy
+7,441
New +$223K 0.03% 146

Other funds holding SPSB

RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
AFG
Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
CWM
Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return
QFA
Quattro Financial Advisors The Woodlands, Texas $468M AUM 13.49% 1-Year Est. Return
HVIA
Hudson Valley Investment Advisors Goshen, New York $823M AUM 31.4% 1-Year Est. Return
CWP
Concord Wealth Partners Abingdon, Virginia $873M AUM 24.02% 1-Year Est. Return
CAMV
Concord Asset Management (Virginia) Abingdon, Virginia $646M AUM 25.36% 1-Year Est. Return
WFS
Walker Financial Services Bowling Green, Kentucky $323M AUM 8.03% 1-Year Est. Return

ARS Wealth Advisors Group's SPSB Position: Q2 2026 in Review

ARS Wealth Advisors Group held its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) position steady in Q2 2026 at 9,221 shares worth $277K. The position accounts for 0.02% of the portfolio, ranked #191.

ARS Wealth Advisors Group first reported a position in SPSB in Q1 2025 and has held it in 6 quarters since. The position peaked at $278K in Q4 2025. 231 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

  • ARS Wealth Advisors Group held 9,221 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $277K as of Q2 2026.
  • ARS Wealth Advisors Group left its State Street SPDR Portfolio Short Term Corporate Bond ETF share count unchanged in Q2 2026.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.02% of ARS Wealth Advisors Group's portfolio in Q2 2026, its #191 holding.
  • ARS Wealth Advisors Group first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • ARS Wealth Advisors Group's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $278K in Q4 2025.
  • 231 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on ARS Wealth Advisors Group's 13F filing for Q2 2026, filed 16 Jul 2026.