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

Concord 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
Q1 		$33.4M Buy
1,111,212
+48,877
+5% +$1.48M 4.34% 4
2025
Q4 		$32.1M Buy
1,062,335
+37,412
+4% +$1.13M 4.17% 5
2025
Q3 		$31M Buy
1,024,923
+59,293
+6% +$1.79M 4.28% 4
2025
Q2 		$29.2M Buy
965,630
+13,854
+1% +$416K 4.25% 2
2025
Q1 		$28.6M Sell
951,776
-17,926
-2% -$537K 4.7% 1
2024
Q4 		$29M Sell
969,702
-315,477
-25% -$9.46M 4.74% 2
2024
Q3 		$38.9M Buy
1,285,179
+38,930
+3% +$1.17M 6.49% 1
2024
Q2 		$37M Buy
1,246,249
+111,960
+10% +$3.32M 6.53% 1
2024
Q1 		$33.8M Buy
1,134,289
+98,724
+10% +$2.94M 6.08% 1
2023
Q4 		$30.8M Sell
1,035,565
-70,042
-6% -$2.06M 6.17% 1
2023
Q3 		$32.4M Buy
1,105,607
+129,614
+13% +$3.81M 6.89% 1
2023
Q2 		$28.7M Buy
975,993
+256,279
+36% +$7.57M 6.19% 1
2023
Q1 		$21.3M Buy
719,714
+314,442
+78% +$9.28M 6.05% 2
2022
Q4 		$11.9M Buy
+405,272
New +$11.9M 3.58% 7

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

Concord Wealth Partners's SPSB Position: Q1 2026 in Review

Concord Wealth Partners increased its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 4.6% in Q1 2026, buying an estimated $1.48M and bringing the position to 1,111,212 shares worth $33.4M. The position accounts for 4.34% of the portfolio, ranked #4.

Concord Wealth Partners first reported a position in SPSB in Q4 2022 and has held it in 14 quarters since. The position peaked at $38.9M in Q3 2024. 571 funds tracked by Wall St. Rank hold SPSB as of Q1 2026.

  • Concord Wealth Partners held 1,111,212 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $33.4M as of Q1 2026.
  • Concord Wealth Partners bought 48,877 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q1 2026, an estimated $1.48M.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up 4.34% of Concord Wealth Partners's portfolio in Q1 2026, its #4 holding.
  • Concord Wealth Partners first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2022 and has held it in 14 quarters since.
  • Concord Wealth Partners's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $38.9M in Q3 2024.
  • 571 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.