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Capstone Wealth Management Group (Pennsylvania)’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Capstone Wealth Management Group (Pennsylvania)’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 		$615K Buy
20,481
+1,324
+7% +$39.7K 0.22% 55
2026
Q1 		$576K Buy
19,157
+1,466
+8% +$44.3K 0.24% 59
2025
Q4 		$534K Sell
17,691
-648
-4% -$19.6K 0.22% 52
2025
Q3 		$555K Sell
18,339
-5,456
-23% -$165K 0.24% 48
2025
Q2 		$718K Sell
23,795
-10,647
-31% -$319K 0.69% 28
2025
Q1 		$1.04M Sell
34,442
-33,873
-50% -$1.01M 0.59% 40
2024
Q4 		$2.04M Sell
68,315
-30,502
-31% -$914K 1.09% 21
2024
Q3 		$2.99M Buy
98,817
+5,217
+6% +$157K 1.77% 16
2024
Q2 		$2.78M Sell
93,600
-398
-0.4% -$11.8K 1.82% 15
2024
Q1 		$2.8M Buy
+93,998
New +$2.8M 2.01% 14
2023
Q3 		– Sell
-7,108
Closed -$209K – 59
2023
Q2 		$209K Sell
7,108
-83
-1% -$2.45K 0.22% 55
2023
Q1 		$213K Buy
7,191
+216
+3% +$6.37K 0.24% 56
2022
Q4 		$205K Buy
6,975
+63
+0.9% +$1.84K 0.22% 60
2022
Q3 		$202K Buy
6,912
+34
+0.5% +$1.01K 0.26% 55
2022
Q2 		$204K Sell
6,878
-1,596
-19% -$47.7K 0.25% 61
2022
Q1 		$255K Sell
8,474
-177,610
-95% -$5.42M 0.25% 62
2021
Q4 		$5.76M Buy
+186,084
New +$5.78M 4.68% 5

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 22.96% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Capstone Wealth Management Group (Pennsylvania)'s SPSB Position: Q2 2026 in Review

Capstone Wealth Management Group (Pennsylvania) increased its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 6.9% in Q2 2026, buying an estimated $39.7K and bringing the position to 20,481 shares worth $615K. The position accounts for 0.22% of the portfolio, ranked #55.

Capstone Wealth Management Group (Pennsylvania) first reported a position in SPSB in Q4 2021 and has held it in 17 quarters since. The position peaked at $5.76M in Q4 2021. 576 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

  • Capstone Wealth Management Group (Pennsylvania) held 20,481 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $615K as of Q2 2026.
  • Capstone Wealth Management Group (Pennsylvania) bought 1,324 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2026, an estimated $39.7K.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.22% of Capstone Wealth Management Group (Pennsylvania)'s portfolio in Q2 2026, its #55 holding.
  • Capstone Wealth Management Group (Pennsylvania) first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2021 and has held it in 17 quarters since.
  • Capstone Wealth Management Group (Pennsylvania)'s State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $5.76M in Q4 2021.
  • 576 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on Capstone Wealth Management Group (Pennsylvania)'s 13F filing for Q2 2026, filed 30 Jul 2026.