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

Cannon Wealth Management Services’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	$5.02M	Sell	167,151 -7,008	-4%	-$210K	2.74%	13
2026 Q1	$5.24M	Buy	174,159 +6,459	+4%	+$195K	3.54%	9
2025 Q4	$5.06M	Sell	167,700 -1,627	-1%	-$49.2K	3.57%	9
2025 Q3	$5.13M	Sell	169,327 -10,163	-6%	-$307K	3.88%	8
2025 Q2	$5.42M	Buy	179,490 +3,213	+2%	+$96.4K	4.43%	8
2025 Q1	$5.29M	Buy	176,277 +3,530	+2%	+$106K	4.72%	8
2024 Q4	$5.16M	Buy	172,747 +3,971	+2%	+$119K	4.45%	7
2024 Q3	$5.11M	Buy	+168,776	New	+$5.06M	4.68%	6

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

Cannon Wealth Management Services's SPSB Position: Q2 2026 in Review

Cannon Wealth Management Services reduced its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 4% in Q2 2026, selling an estimated $210K and leaving 167,151 shares worth $5.02M. The position accounts for 2.74% of the portfolio, ranked #13.

Cannon Wealth Management Services first reported a position in SPSB in Q3 2024 and has held it in 8 quarters since. The position peaked at $5.42M in Q2 2025. 574 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

Cannon Wealth Management Services held 167,151 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $5.02M as of Q2 2026.
Cannon Wealth Management Services sold 7,008 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2026, an estimated $210K.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up 2.74% of Cannon Wealth Management Services's portfolio in Q2 2026, its #13 holding.
Cannon Wealth Management Services first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q3 2024 and has held it in 8 quarters since.
Cannon Wealth Management Services's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $5.42M in Q2 2025.
574 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on Cannon Wealth Management Services's 13F filing for Q2 2026, filed 11 Aug 2026.