Axxcess Wealth Management’s State Street SPDR Portfolio Short Term Corporate Bond 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 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	$1.23M	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 $171B AUM 24.68% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Axxcess Wealth Management's SPSB Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q2 2026: 7,748 shares worth $233K. The stake represents ﹤0.01% of the portfolio and ranks #954 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in SPSB as recently as Q2 2023.

Axxcess Wealth Management first reported a position in SPSB in Q4 2021 and has held it in 8 quarters since. The position peaked at $1.23M in Q3 2022. 574 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

Axxcess Wealth Management held 7,748 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $233K as of Q2 2026.
State Street SPDR Portfolio Short Term Corporate Bond ETF was a new Axxcess Wealth Management position in Q2 2026.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up ﹤0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #954 holding.
Axxcess Wealth Management first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2021 and has held it in 8 quarters since.
Axxcess Wealth Management's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $1.23M in Q3 2022.
574 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.