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

Bullock 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 		$16.5K Buy
553
+4
+0.7% +$120 0.01% 382
2026
Q1 		$16.5K Buy
549
+3
+0.5% +$91 0.01% 372
2025
Q4 		$16.5K Buy
546
+5
+0.9% +$151 0.01% 357
2025
Q3 		$16.3K Buy
541
+5
+0.9% +$151 0.01% 364
2025
Q2 		$16.1K Buy
536
+4
+0.8% +$120 0.01% 346
2025
Q1 		$15.9K Buy
532
+3
+0.6% +$90 0.01% 332
2024
Q4 		$15.8K Buy
529
+6
+1% +$180 0.01% 346
2024
Q3 		$15.8K Buy
523
+5
+1% +$150 0.01% 326
2024
Q2 		$15.3K Sell
518
-2,577
-83% -$76.3K 0.01% 323
2024
Q1 		$91.7K Buy
+3,095
New +$92.1K 0.06% 188

Other funds holding SPSB

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

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

Bullock Wealth Management increased its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 0.73% in Q2 2026, buying an estimated $120 and bringing the position to 553 shares worth $16.5K. The position accounts for 0.01% of the portfolio, ranked #382.

Bullock Wealth Management first reported a position in SPSB in Q1 2024 and has held it in 10 quarters since. The position peaked at $91.7K in Q1 2024. 577 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

  • Bullock Wealth Management held 553 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $16.5K as of Q2 2026.
  • Bullock Wealth Management bought 4 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2026, an estimated $120.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.01% of Bullock Wealth Management's portfolio in Q2 2026, its #382 holding.
  • Bullock Wealth Management first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • Bullock Wealth Management's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $91.7K in Q1 2024.
  • 577 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.