Destiny Wealth Partners
SPSB icon

Destiny Wealth Partners’s State Street SPDR Portfolio Short Term Corporate Bond Index 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
Q2 		– Sell
-62,591
Closed -$1.88M – 966
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 $179B AUM 16.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Valmark Advisers
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Advisory Alpha
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Destiny Wealth Partners's SPSB Position: Q2 2026 in Review

Destiny Wealth Partners sold out of State Street SPDR Portfolio Short Term Corporate Bond Index ETF (SPSB) in Q2 2026, closing a stake of 62,591 shares — an estimated $1.88M sold.

Destiny Wealth Partners first reported a position in SPSB in Q4 2020 and held it in 22 quarters. The position peaked at $19.2M in Q4 2020. 583 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

  • Destiny Wealth Partners reported no remaining State Street SPDR Portfolio Short Term Corporate Bond Index ETF position as of Q2 2026 after selling out during the quarter.
  • Destiny Wealth Partners sold 62,591 State Street SPDR Portfolio Short Term Corporate Bond Index ETF shares in Q2 2026, an estimated $1.88M.
  • Destiny Wealth Partners first reported a position in State Street SPDR Portfolio Short Term Corporate Bond Index ETF in Q4 2020 and held it in 22 quarters.
  • Destiny Wealth Partners's State Street SPDR Portfolio Short Term Corporate Bond Index ETF position peaked at $19.2M in Q4 2020.
  • 583 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond Index ETF as of Q2 2026.

Based on Destiny Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.