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 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	$5.51M	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

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

Dynamic Wealth Strategies's SPSB Position: Q2 2026 in Review

Dynamic Wealth Strategies reduced its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 4.2% in Q2 2026, selling an estimated $69.7K and leaving 53,439 shares worth $1.6M. The position accounts for 0.85% of the portfolio, ranked #28.

Dynamic Wealth Strategies first reported a position in SPSB in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.66M in Q4 2023. 574 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

Dynamic Wealth Strategies held 53,439 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $1.6M as of Q2 2026.
Dynamic Wealth Strategies sold 2,324 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2026, an estimated $69.7K.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.85% of Dynamic Wealth Strategies's portfolio in Q2 2026, its #28 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 11 quarters since.
Dynamic Wealth Strategies's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $6.66M in Q4 2023.
574 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q2 2026, filed 23 Jul 2026.