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

Axxcess 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 Q3	$388K	Buy	13,103 +5,355	+69%	+$160K	0.02%	656
2026 Q2	$233K	Buy	+7,748	New	+$233K	﹤0.01%	954
2023 Q3	–	Sell	-34,417	Closed	-$1.01M	–	838
2023 Q2	$1.01M	Sell	34,417 -215	-0.6%	-$6.35K	0.07%	228
2023 Q1	$1.03M	Buy	34,632 +738	+2%	+$21.8K	0.08%	224
2022 Q4	$996K	Sell	33,894 -8,045	-19%	-$235K	0.08%	223
2022 Q3	$1.22M	Buy	41,939 +1,879	+5%	+$55.8K	0.12%	165
2022 Q2	$1.19M	Buy	40,060 +16,342	+69%	+$488K	0.11%	163
2022 Q1	$715K	Buy	23,718 +4,029	+20%	+$123K	0.06%	285
2021 Q4	$610K	Buy	+19,689	New	+$612K	0.04%	315

Other funds holding SPSB

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

MCF Advisors Covington, Kentucky $2.81B AUM 12.54% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Rockwood Wealth Management New Hope, Pennsylvania $1.67B AUM 11.93% 1-Year Est. Return

Huntington National Bank Columbus, Ohio $20.5B AUM 28.07% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return

Axxcess Wealth Management's SPSB Position: Q3 2026 in Review

Axxcess Wealth Management increased its State Street SPDR Portfolio Short Term Corporate Bond Index ETF (SPSB) stake by 69% in Q3 2026, buying an estimated $160K and bringing the position to 13,103 shares worth $388K. The position accounts for 0.02% of the portfolio, ranked #656.

Axxcess Wealth Management first reported a position in SPSB in Q4 2021 and has held it in 9 quarters since. The position peaked at $1.22M in Q3 2022. 405 funds tracked by Wall St. Rank hold SPSB as of Q3 2026.

Axxcess Wealth Management held 13,103 shares of State Street SPDR Portfolio Short Term Corporate Bond Index ETF worth $388K as of Q3 2026.
Axxcess Wealth Management bought 5,355 State Street SPDR Portfolio Short Term Corporate Bond Index ETF shares in Q3 2026, an estimated $160K.
State Street SPDR Portfolio Short Term Corporate Bond Index ETF made up 0.02% of Axxcess Wealth Management's portfolio in Q3 2026, its #656 holding.
Axxcess Wealth Management first reported a position in State Street SPDR Portfolio Short Term Corporate Bond Index ETF in Q4 2021 and has held it in 9 quarters since.
Axxcess Wealth Management's State Street SPDR Portfolio Short Term Corporate Bond Index ETF position peaked at $1.22M in Q3 2022.
405 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond Index ETF as of Q3 2026.

Based on Axxcess Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.