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

Bogart Wealth LLC’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	$4.65K	Hold	155	–	–	﹤0.01%	1222
2026 Q1	$4.66K	Hold	155	–	–	﹤0.01%	1075
2025 Q4	$4.68K	Hold	155	–	–	﹤0.01%	1013
2025 Q3	$4.7K	Hold	155	–	–	﹤0.01%	991
2025 Q2	$4.68K	Buy	155 +46	+42%	+$1.38K	﹤0.01%	949
2025 Q1	$3.28K	Hold	109	–	–	﹤0.01%	989
2024 Q4	$3.25K	Hold	109	–	–	﹤0.01%	994
2024 Q3	$3.3K	Hold	109	–	–	﹤0.01%	898
2024 Q2	$3.24K	Buy	+109	New	+$3.23K	﹤0.01%	866

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

Bogart Wealth LLC's SPSB Position: Q2 2026 in Review

Bogart Wealth LLC held its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) position steady in Q2 2026 at 155 shares worth $4.65K. The position accounts for ﹤0.01% of the portfolio, ranked #1222.

Bogart Wealth LLC first reported a position in SPSB in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.7K in Q3 2025. 571 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

Bogart Wealth LLC held 155 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $4.65K as of Q2 2026.
Bogart Wealth LLC 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 ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1222 holding.
Bogart Wealth LLC 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.
Bogart Wealth LLC's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $4.7K in Q3 2025.
571 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.