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

Beam 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
Q2 		$448K Sell
14,918
-107
-0.7% -$3.21K 0.1% 104
2026
Q1 		$452K Buy
15,025
+1,676
+13% +$50.6K 0.11% 97
2025
Q4 		$403K Sell
13,349
-3,774
-22% -$114K 0.11% 96
2025
Q3 		$519K Buy
17,123
+670
+4% +$20.2K 0.14% 93
2025
Q2 		$497K Sell
16,453
-1,856
-10% -$55.7K 0.15% 93
2025
Q1 		$551K Sell
18,309
-1,513
-8% -$45.3K 0.19% 87
2024
Q4 		$592K Sell
19,822
-278
-1% -$8.33K 0.19% 86
2024
Q3 		$609K Buy
20,100
+644
+3% +$19.3K 0.18% 86
2024
Q2 		$578K Buy
+19,456
New +$576K 0.19% 79

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

Beam Wealth Advisors's SPSB Position: Q2 2026 in Review

Beam Wealth Advisors reduced its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 0.71% in Q2 2026, selling an estimated $3.21K and leaving 14,918 shares worth $448K. The position accounts for 0.1% of the portfolio, ranked #104.

Beam Wealth Advisors first reported a position in SPSB in Q2 2024 and has held it in 9 quarters since. The position peaked at $609K in Q3 2024. 257 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

  • Beam Wealth Advisors held 14,918 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $448K as of Q2 2026.
  • Beam Wealth Advisors sold 107 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2026, an estimated $3.21K.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.1% of Beam Wealth Advisors's portfolio in Q2 2026, its #104 holding.
  • Beam Wealth Advisors first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q2 2024 and has held it in 9 quarters since.
  • Beam Wealth Advisors's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $609K in Q3 2024.
  • 257 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

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