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

Destiny 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 		$1.88M Hold
62,591
– – 0.21% 74
2025
Q4 		$1.89M Sell
62,591
-17,200
-22% -$520K 0.22% 70
2025
Q3 		$2.42M Hold
79,791
– – 0.3% 63
2025
Q2 		$2.41M Hold
79,791
– – 0.32% 64
2025
Q1 		$2.4M Hold
79,791
– – 0.38% 63
2024
Q4 		$2.38M Hold
79,791
– – 0.39% 63
2024
Q3 		$2.42M Hold
79,791
– – 0.42% 59
2024
Q2 		$2.37M Sell
79,791
-312,953
-80% -$9.27M 0.43% 58
2024
Q1 		$11.7M Sell
392,744
-52,189
-12% -$1.55M 2.1% 12
2023
Q4 		$13.2M Sell
444,933
-5,417
-1% -$159K 2.48% 9
2023
Q3 		$13.2M Buy
450,350
+4,990
+1% +$147K 2.67% 7
2023
Q2 		$13.1M Sell
445,360
-40,019
-8% -$1.18M 2.51% 9
2023
Q1 		$14.4M Sell
485,379
-6,228
-1% -$184K 2.98% 7
2022
Q4 		$14.4M Sell
491,607
-16,242
-3% -$475K 3.13% 5
2022
Q3 		$14.8M Sell
507,849
-5,631
-1% -$167K 3.33% 3
2022
Q2 		$15.3M Sell
513,480
-1,405
-0.3% -$42K 3.36% 3
2022
Q1 		$15.5M Buy
514,885
+45,106
+10% +$1.38M 3.02% 5
2021
Q4 		$14.5M Buy
469,779
+4,722
+1% +$147K 2.8% 5
2021
Q3 		$14.5M Sell
465,057
-39,387
-8% -$1.23M 2.92% 4
2021
Q2 		$15.8M Sell
504,444
-38,181
-7% -$1.2M 3.02% 5
2021
Q1 		$17M Sell
542,625
-69,044
-11% -$2.16M 3.54% 4
2020
Q4 		$19.2M Buy
+611,669
New +$19.2M 4% 3

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

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

Destiny Wealth Partners held its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) position steady in Q1 2026 at 62,591 shares worth $1.88M. The position accounts for 0.21% of the portfolio, ranked #74.

Destiny Wealth Partners first reported a position in SPSB in Q4 2020 and has held it in 22 quarters since. The position peaked at $19.2M in Q4 2020. 571 funds tracked by Wall St. Rank hold SPSB as of Q1 2026.

  • Destiny Wealth Partners held 62,591 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $1.88M as of Q1 2026.
  • Destiny Wealth Partners left its State Street SPDR Portfolio Short Term Corporate Bond ETF share count unchanged in Q1 2026.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.21% of Destiny Wealth Partners's portfolio in Q1 2026, its #74 holding.
  • Destiny Wealth Partners first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2020 and has held it in 22 quarters since.
  • Destiny Wealth Partners's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $19.2M in Q4 2020.
  • 571 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2026.

Based on Destiny Wealth Partners's 13F filing for Q1 2026, filed 11 May 2026.