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

Dynamic Wealth Strategies’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 Q3	$1.61M	Buy	54,425 +986	+2%	+$29.4K	0.86%	26
2026 Q2	$1.6M	Sell	53,439 -2,324	-4%	-$69.7K	0.85%	28
2026 Q1	$1.68M	Buy	55,763 +142	+0.3%	+$4.29K	0.97%	25
2025 Q4	$1.68M	Sell	55,621 -41,317	-43%	-$1.25M	1%	24
2025 Q3	$2.94M	Sell	96,938 -3,714	-4%	-$112K	1.96%	16
2025 Q2	$3.04M	Sell	100,652 -60,046	-37%	-$1.8M	2.19%	11
2025 Q1	$4.84M	Buy	160,698 +357	+0.2%	+$10.7K	4.02%	7
2024 Q4	$4.79M	Buy	160,341 +720	+0.5%	+$21.6K	4.26%	7
2024 Q3	$4.83M	Sell	159,621 -650	-0.4%	-$19.5K	3.94%	8
2024 Q2	$4.76M	Sell	160,271 -24,975	-13%	-$740K	4.09%	8
2024 Q1	$5.52M	Sell	185,246 -38,269	-17%	-$1.14M	4.71%	8
2023 Q4	$6.66M	Buy	+223,515	New	+$6.58M	6.13%	6

Other funds holding SPSB

MCF Advisors Covington, Kentucky $2.81B AUM 12.54% 1-Year Est. Return

Rockwood Wealth Management New Hope, Pennsylvania $1.67B AUM 11.93% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

Arkansas Financial Group Little Rock, Arkansas $751M AUM 9.21% 1-Year Est. Return

CWM

Capital Wealth Management W. Warwick, Rhode Island $439M AUM 11.84% 1-Year Est. Return

Willow Creek Wealth Management Sebastopol, California $1.52B AUM

Strategic Point Investment Advisors Providence, Rhode Island $772M AUM 11.19% 1-Year Est. Return

Quattro Financial Advisors The Woodlands, Texas $483M AUM 11.42% 1-Year Est. Return

Dynamic Wealth Strategies's SPSB Position: Q3 2026 in Review

Dynamic Wealth Strategies increased its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 1.8% in Q3 2026, buying an estimated $29.4K and bringing the position to 54,425 shares worth $1.61M. The position accounts for 0.86% of the portfolio, ranked #26.

Dynamic Wealth Strategies first reported a position in SPSB in Q4 2023 and has held it in 12 quarters since. The position peaked at $6.66M in Q4 2023. 226 funds tracked by Wall St. Rank hold SPSB as of Q3 2026.

Dynamic Wealth Strategies held 54,425 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $1.61M as of Q3 2026.
Dynamic Wealth Strategies bought 986 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q3 2026, an estimated $29.4K.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.86% of Dynamic Wealth Strategies's portfolio in Q3 2026, its #26 holding.
Dynamic Wealth Strategies first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2023 and has held it in 12 quarters since.
Dynamic Wealth Strategies's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $6.66M in Q4 2023.
226 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q3 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q3 2026, filed 16 Oct 2026.