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

Destination Wealth Management’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	$4.13M	Sell	137,563 -9,783	-7%	-$294K	0.1%	108
2026 Q1	$4.43M	Sell	147,346 -6,719	-4%	-$203K	0.12%	106
2025 Q4	$4.65M	Sell	154,065 -10,329	-6%	-$312K	0.12%	103
2025 Q3	$4.98M	Sell	164,394 -15,684	-9%	-$473K	0.14%	98
2025 Q2	$5.44M	Sell	180,078 -1,420,644	-89%	-$42.6M	0.16%	92
2025 Q1	$48.2M	Sell	1,600,722 -7,775	-0.5%	-$233K	1.52%	22
2024 Q4	$48M	Buy	1,608,497 +5,796	+0.4%	+$174K	1.5%	23
2024 Q3	$48.5M	Buy	1,602,701 +17,133	+1%	+$514K	1.5%	24
2024 Q2	$47.1M	Sell	1,585,568 -30,495	-2%	-$903K	1.56%	24
2024 Q1	$48.1M	Sell	1,616,063 -443,103	-22%	-$13.2M	1.6%	23
2023 Q4	$61.3M	Sell	2,059,166 -1,464,862	-42%	-$43.1M	2.13%	10
2023 Q3	$103M	Buy	3,524,028 +93,134	+3%	+$2.74M	4.02%	3
2023 Q2	$101M	Sell	3,430,894 -775,313	-18%	-$22.9M	3.77%	3
2023 Q1	$125M	Buy	4,206,207 +318,913	+8%	+$9.41M	4.72%	2
2022 Q4	$114M	Sell	3,887,294 -362,422	-9%	-$10.6M	4.54%	1
2022 Q3	$124M	Buy	4,249,716 +1,253,132	+42%	+$37.2M	5.22%	1
2022 Q2	$89.1M	Buy	+2,996,584	New	+$89.6M	3.59%	3
2019 Q2	–	Sell	-401	Closed	-$12K	–	728
2019 Q1	$12K	Buy	+401	New	+$12.2K	﹤0.01%	443
2018 Q3	–	Sell	-1,044	Closed	-$31K	–	756
2018 Q2	$31K	Buy	1,044 +1,035	+11,500%	+$31.2K	﹤0.01%	307
2018 Q1	$1K	Sell	9 -22,387	-100%	-$678K	﹤0.01%	560
2017 Q4	$681K	Buy	22,396 +1,252	+6%	+$38.2K	0.04%	106
2017 Q3	$648K	Buy	+21,144	New	+$648K	0.04%	102
2016 Q4	–	Sell	-6,619	Closed	-$204K	–	178
2016 Q3	$204K	Buy	+6,619	New	+$204K	0.02%	156

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

Destination Wealth Management's SPSB Position: Q2 2026 in Review

Destination Wealth Management reduced its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 6.6% in Q2 2026, selling an estimated $294K and leaving 137,563 shares worth $4.13M. The position accounts for 0.1% of the portfolio, ranked #108.

Destination Wealth Management first reported a position in SPSB in Q3 2016 and has held it in 23 quarters since. The position peaked at $125M in Q1 2023. 573 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

Destination Wealth Management held 137,563 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $4.13M as of Q2 2026.
Destination Wealth Management sold 9,783 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2026, an estimated $294K.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.1% of Destination Wealth Management's portfolio in Q2 2026, its #108 holding.
Destination Wealth Management first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q3 2016 and has held it in 23 quarters since.
Destination Wealth Management's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $125M in Q1 2023.
573 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on Destination Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.