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

CreativeOne Wealth’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	$3.2M	Sell	106,648 -15,038	-12%	-$451K	0.07%	278
2026 Q1	$3.66M	Sell	121,686 -49,548	-29%	-$1.5M	0.09%	228
2025 Q4	$5.17M	Sell	171,234 -7,002	-4%	-$212K	0.13%	144
2025 Q3	$5.4M	Sell	178,236 -39,511	-18%	-$1.19M	0.13%	141
2025 Q2	$6.57M	Sell	217,747 -4,878	-2%	-$146K	0.17%	108
2025 Q1	$6.7M	Sell	222,625 -17,872	-7%	-$535K	0.2%	103
2024 Q4	$7.18M	Sell	240,497 -31,477	-12%	-$943K	0.22%	92
2024 Q3	$8.24M	Buy	271,974 +4,401	+2%	+$132K	0.28%	76
2024 Q2	$7.95M	Sell	267,573 -70,945	-21%	-$2.1M	0.4%	56
2024 Q1	$10.1M	Buy	338,518 +32,589	+11%	+$970K	0.4%	52
2023 Q4	$9.11M	Buy	305,929 +1,858	+0.6%	+$54.7K	0.58%	41
2023 Q3	$8.91M	Sell	304,071 -74,787	-20%	-$2.2M	0.64%	34
2023 Q2	$11.2M	Buy	378,858 +125,190	+49%	+$3.7M	0.52%	36
2023 Q1	$7.52M	Sell	253,668 -24,767	-9%	-$731K	0.37%	53
2022 Q4	$8.18M	Buy	278,435 +40,535	+17%	+$1.19M	0.45%	48
2022 Q3	$6.95M	Sell	237,900 -16,191	-6%	-$481K	0.42%	52
2022 Q2	$7.55M	Sell	254,091 -22,145	-8%	-$662K	0.41%	52
2022 Q1	$8.32M	Buy	276,236 +26,172	+10%	+$799K	0.43%	50
2021 Q4	$7.75M	Buy	250,064 +1,315	+0.5%	+$40.8K	0.38%	56
2021 Q3	$7.77M	Buy	248,749 +66,485	+36%	+$2.08M	0.46%	53
2021 Q2	$5.71M	Buy	182,264 +75,030	+70%	+$2.35M	0.35%	62
2021 Q1	$3.36M	Buy	107,234 +14,237	+15%	+$446K	0.25%	69
2020 Q4	$2.92M	Buy	92,997 +23,780	+34%	+$746K	0.24%	79
2020 Q3	$2.17M	Buy	69,217 +29,312	+73%	+$920K	0.3%	55
2020 Q2	$1.25M	Buy	39,905 +8,033	+25%	+$249K	0.19%	73
2020 Q1	$964K	Buy	31,872 +25,293	+384%	+$773K	0.18%	72
2019 Q4	$203K	Buy	+6,579	New	+$203K	0.03%	216

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

CreativeOne Wealth's SPSB Position: Q2 2026 in Review

CreativeOne Wealth reduced its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 12% in Q2 2026, selling an estimated $451K and leaving 106,648 shares worth $3.2M. The position accounts for 0.07% of the portfolio, ranked #278.

CreativeOne Wealth first reported a position in SPSB in Q4 2019 and has held it in 27 quarters since. The position peaked at $11.2M in Q2 2023. 571 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

CreativeOne Wealth held 106,648 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $3.2M as of Q2 2026.
CreativeOne Wealth sold 15,038 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2026, an estimated $451K.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.07% of CreativeOne Wealth's portfolio in Q2 2026, its #278 holding.
CreativeOne Wealth first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2019 and has held it in 27 quarters since.
CreativeOne Wealth's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $11.2M in Q2 2023.
571 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.