ATPW
SPSB icon

Ashton Thomas Private Wealth’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Ashton Thomas Private Wealth’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 		$951K Sell
31,613
-566
-2% -$17.1K 0.02% 547
2025
Q4 		$972K Buy
32,179
+1,062
+3% +$32.1K 0.02% 498
2025
Q3 		$943K Sell
31,117
-1,192
-4% -$36K 0.02% 480
2025
Q2 		$975K Sell
32,309
-6,476
-17% -$194K 0.03% 420
2025
Q1 		$1.17M Sell
38,785
-1,306
-3% -$39.1K 0.04% 346
2024
Q4 		$1.2M Sell
40,091
-11,683
-23% -$350K 0.05% 351
2024
Q3 		$1.57M Buy
51,774
+1,204
+2% +$36.1K 0.08% 247
2024
Q2 		$1.5M Buy
50,570
+53
+0.1% +$1.57K 0.08% 242
2024
Q1 		$1.5M Buy
50,517
+572
+1% +$17K 0.09% 243
2023
Q4 		$1.49M Buy
49,945
+3,013
+6% +$88.7K 0.09% 229
2023
Q3 		$1.38M Sell
46,932
-2,124
-4% -$62.4K 0.1% 224
2023
Q2 		$1.44M Buy
49,056
+64
+0.1% +$1.89K 0.11% 208
2023
Q1 		$1.45M Buy
48,992
+9,042
+23% +$267K 0.13% 195
2022
Q4 		$1.17M Buy
39,950
+1,056
+3% +$30.9K 0.12% 212
2022
Q3 		$1.14M Buy
38,894
+4,837
+14% +$144K 0.13% 193
2022
Q2 		$1.01M Sell
34,057
-2,560
-7% -$76.5K 0.11% 210
2022
Q1 		$1.1M Sell
36,617
-2,316
-6% -$70.7K 0.1% 234
2021
Q4 		$1.21M Buy
38,933
+10,034
+35% +$312K 0.12% 206
2021
Q3 		$903K Buy
28,899
+5,880
+26% +$184K 0.13% 174
2021
Q2 		$720K Buy
23,019
+706
+3% +$22.1K 0.11% 205
2021
Q1 		$699K Sell
22,313
-3,490
-14% -$109K 0.12% 193
2020
Q4 		$810K Buy
25,803
+2,292
+10% +$71.9K 0.15% 170
2020
Q3 		$738K Buy
+23,511
New +$738K 0.19% 134

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

Ashton Thomas Private Wealth's SPSB Position: Q1 2026 in Review

Ashton Thomas Private Wealth reduced its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 1.8% in Q1 2026, selling an estimated $17.1K and leaving 31,613 shares worth $951K. The position accounts for 0.02% of the portfolio, ranked #547.

Ashton Thomas Private Wealth first reported a position in SPSB in Q3 2020 and has held it in 23 quarters since. The position peaked at $1.57M in Q3 2024. 570 funds tracked by Wall St. Rank hold SPSB as of Q1 2026.

  • Ashton Thomas Private Wealth held 31,613 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $951K as of Q1 2026.
  • Ashton Thomas Private Wealth sold 566 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q1 2026, an estimated $17.1K.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.02% of Ashton Thomas Private Wealth's portfolio in Q1 2026, its #547 holding.
  • Ashton Thomas Private Wealth first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q3 2020 and has held it in 23 quarters since.
  • Ashton Thomas Private Wealth's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $1.57M in Q3 2024.
  • 570 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q1 2026, filed 11 May 2026.