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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
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
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

Dynamic Wealth Strategies's SPSB Position: Q1 2026 in Review

Dynamic Wealth Strategies increased its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 0.26% in Q1 2026, buying an estimated $4.29K and bringing the position to 55,763 shares worth $1.68M. The position accounts for 0.97% of the portfolio, ranked #25.

Dynamic Wealth Strategies first reported a position in SPSB in Q4 2023 and has held it in 10 quarters since. The position peaked at $6.66M in Q4 2023. 570 funds tracked by Wall St. Rank hold SPSB as of Q1 2026.

  • Dynamic Wealth Strategies held 55,763 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $1.68M as of Q1 2026.
  • Dynamic Wealth Strategies bought 142 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q1 2026, an estimated $4.29K.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.97% of Dynamic Wealth Strategies's portfolio in Q1 2026, its #25 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 10 quarters since.
  • Dynamic Wealth Strategies's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $6.66M in Q4 2023.
  • 570 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q1 2026, filed 13 May 2026.