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

Buck Wealth Strategies’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	$91.9K	Buy	+3,061	New	+$91.9K	0.01%	266
2025 Q1	–	Sell	-374,470	Closed	-$11.2M	–	135
2024 Q4	$11.2M	Buy	374,470 +138,062	+58%	+$4.14M	2.32%	13
2024 Q3	$7.16M	Sell	236,408 -17,892	-7%	-$537K	2.25%	20
2024 Q2	$7.55M	Buy	+254,300	New	+$7.53M	2.23%	17
2024 Q1	–	Sell	-186,698	Closed	-$5.56M	–	98
2023 Q4	$5.56M	Buy	186,698 +7,589	+4%	+$223K	2.06%	30
2023 Q3	$5.25M	Buy	179,109 +4,010	+2%	+$118K	2.11%	28
2023 Q2	$5.16M	Buy	175,099 +11,805	+7%	+$349K	2.24%	22
2023 Q1	$4.85M	Buy	+163,294	New	+$4.82M	2.36%	22
2022 Q3	$4.73M	Buy	+161,174	New	+$4.78M	2.21%	28

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

Buck Wealth Strategies's SPSB Position: Q2 2026 in Review

Buck Wealth Strategies opened a new position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q2 2026: 3,061 shares worth $91.9K. The stake represents 0.01% of the portfolio and ranks #266 among its holdings. This is a return to the name: Buck Wealth Strategies previously reported a position in SPSB as recently as Q4 2024.

Buck Wealth Strategies first reported a position in SPSB in Q3 2022 and has held it in 9 quarters since. The position peaked at $11.2M in Q4 2024. 574 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

Buck Wealth Strategies held 3,061 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $91.9K as of Q2 2026.
State Street SPDR Portfolio Short Term Corporate Bond ETF was a new Buck Wealth Strategies position in Q2 2026.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.01% of Buck Wealth Strategies's portfolio in Q2 2026, its #266 holding.
Buck Wealth Strategies first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q3 2022 and has held it in 9 quarters since.
Buck Wealth Strategies's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $11.2M in Q4 2024.
574 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.