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

Diversify 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	$1.03M	Sell	34,588 -10,757	-24%	-$323K	0.02%	618
2026 Q1	$1.36M	Buy	+45,345	New	+$1.37M	0.02%	492
2025 Q3	–	Sell	-7,428	Closed	-$224K	–	559
2025 Q2	$224K	Sell	7,428 -2,134	-22%	-$64K	0.01%	501
2025 Q1	$288K	Sell	9,562 -2,283	-19%	-$68.4K	0.02%	442
2024 Q4	$353K	Buy	11,845 +921	+8%	+$27.6K	0.03%	409
2024 Q3	$328K	Sell	10,924 -3,994	-27%	-$120K	0.03%	379
2024 Q2	$447K	Buy	+14,918	New	+$442K	0.06%	301

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

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

Diversify Wealth Management reduced its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 24% in Q2 2026, selling an estimated $323K and leaving 34,588 shares worth $1.03M. The position accounts for 0.02% of the portfolio, ranked #618.

Diversify Wealth Management first reported a position in SPSB in Q2 2024 and has held it in 7 quarters since. The position peaked at $1.36M in Q1 2026. 571 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

Diversify Wealth Management held 34,588 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $1.03M as of Q2 2026.
Diversify Wealth Management sold 10,757 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2026, an estimated $323K.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.02% of Diversify Wealth Management's portfolio in Q2 2026, its #618 holding.
Diversify Wealth Management first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q2 2024 and has held it in 7 quarters since.
Diversify Wealth Management's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $1.36M in Q1 2026.
571 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.