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

Burling Wealth Partners’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	$8.7M	Buy	290,045 +73,443	+34%	+$2.2M	1.27%	23
2026 Q1	$6.51M	Buy	216,602 +20,451	+10%	+$617K	1.05%	30
2025 Q4	$5.92M	Buy	196,151 +13,939	+8%	+$421K	0.92%	30
2025 Q3	$5.52M	Buy	182,212 +37,550	+26%	+$1.13M	0.91%	31
2025 Q2	$4.37M	Buy	144,662 +12,730	+10%	+$382K	0.81%	36
2025 Q1	$3.97M	Buy	131,932 +47,388	+56%	+$1.42M	0.84%	37
2024 Q4	$2.52M	Buy	+84,544	New	+$2.53M	0.52%	54

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

Burling Wealth Partners's SPSB Position: Q2 2026 in Review

Burling Wealth Partners increased its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 34% in Q2 2026, buying an estimated $2.2M and bringing the position to 290,045 shares worth $8.7M. The position accounts for 1.27% of the portfolio, ranked #23.

Burling Wealth Partners first reported a position in SPSB in Q4 2024 and has held it in 7 quarters since. 571 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

Burling Wealth Partners held 290,045 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $8.7M as of Q2 2026.
Burling Wealth Partners bought 73,443 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2026, an estimated $2.2M.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up 1.27% of Burling Wealth Partners's portfolio in Q2 2026, its #23 holding.
Burling Wealth Partners first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
571 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on Burling Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.