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

Delos Wealth Advisors’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 		– Sell
-459
Closed -$13.9K – 305
2025
Q4 		$13.9K Hold
459
– – 0.01% 158
2025
Q3 		$13.9K Hold
459
– – 0.01% 167
2025
Q2 		$13.9K Buy
+459
New +$13.8K 0.01% 158
2021
Q3 		– Sell
-53
Closed -$2K – 251
2021
Q2 		$2K Buy
+53
New +$1.66K ﹤0.01% 150

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

Delos Wealth Advisors's SPSB Position: Q1 2026 in Review

Delos Wealth Advisors sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q1 2026, closing a stake of 459 shares — an estimated $13.9K sold.

Delos Wealth Advisors first reported a position in SPSB in Q2 2021 and held it in 4 quarters. The position peaked at $13.9K in Q3 2025. 570 funds tracked by Wall St. Rank hold SPSB as of Q1 2026.

  • Delos Wealth Advisors reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Delos Wealth Advisors sold 459 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q1 2026, an estimated $13.9K.
  • Delos Wealth Advisors first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q2 2021 and held it in 4 quarters.
  • Delos Wealth Advisors's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $13.9K in Q3 2025.
  • 570 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2026.

Based on Delos Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.