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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
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
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Cannon Wealth Management Services's SPSB Position: Q1 2026 in Review

Cannon Wealth Management Services increased its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 3.9% in Q1 2026, buying an estimated $195K and bringing the position to 174,159 shares worth $5.24M. The position accounts for 3.54% of the portfolio, ranked #9.

Cannon Wealth Management Services first reported a position in SPSB in Q3 2024 and has held it in 7 quarters since. The position peaked at $5.42M in Q2 2025. 571 funds tracked by Wall St. Rank hold SPSB as of Q1 2026.

  • Cannon Wealth Management Services held 174,159 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $5.24M as of Q1 2026.
  • Cannon Wealth Management Services bought 6,459 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q1 2026, an estimated $195K.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up 3.54% of Cannon Wealth Management Services's portfolio in Q1 2026, its #9 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 7 quarters since.
  • Cannon Wealth Management Services's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $5.42M in Q2 2025.
  • 571 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2026.

Based on Cannon Wealth Management Services's 13F filing for Q1 2026, filed 5 May 2026.