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

Echo 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 Q3	$1.11M	Buy	37,525 +7,547	+25%	+$225K	0.54%	23
2026 Q2	$900K	Sell	29,978 -521	-2%	-$15.6K	0.46%	23
2026 Q1	$917K	Sell	30,499 -18,940	-38%	-$572K	0.53%	23
2025 Q4	$1.49M	Sell	49,439 -17,994	-27%	-$544K	0.87%	21
2025 Q3	$2.04M	Buy	67,433 +3,268	+5%	+$98.6K	1.19%	17
2025 Q2	$1.94M	Buy	64,165 +5,922	+10%	+$178K	1.19%	18
2025 Q1	$1.75M	Buy	58,243 +5,106	+10%	+$153K	1.18%	19
2024 Q4	$1.59M	Buy	53,137 +379	+0.7%	+$11.4K	1.1%	23
2024 Q3	$1.58M	Buy	52,758 +1,393	+3%	+$41.8K	1.11%	22
2024 Q2	$1.53M	Buy	51,365 +5,592	+12%	+$166K	1.15%	24
2024 Q1	$1.36M	Sell	45,773 -4,091	-8%	-$122K	1.13%	24
2023 Q4	$1.48M	Buy	49,864 +13,312	+36%	+$392K	1.38%	22
2023 Q3	$1.07M	Sell	36,552 -1,527	-4%	-$44.8K	1.15%	21
2023 Q2	$1.12M	Sell	38,079 -2,071	-5%	-$61.1K	1.21%	21
2023 Q1	$1.19M	Sell	40,150 -116,218	-74%	-$3.43M	1.31%	19
2022 Q4	$4.62M	Buy	156,368 +84,289	+117%	+$2.47M	4.93%	6
2022 Q3	$2.1M	Buy	72,079 +792	+1%	+$23.5K	2.76%	12
2022 Q2	$2.12M	Buy	71,287 +3,656	+5%	+$109K	2.83%	13
2022 Q1	$2.03M	Buy	67,631 +2,763	+4%	+$84.3K	2.39%	14
2021 Q4	$2M	Buy	64,868 +3,232	+5%	+$100K	2.29%	13
2021 Q3	$1.92M	Buy	61,636 +6,528	+12%	+$204K	2.28%	15
2021 Q2	$1.72M	Sell	55,108 -2,831	-5%	-$88.6K	2.2%	15
2021 Q1	$1.81M	Buy	57,939 +9,043	+18%	+$283K	2.28%	14
2020 Q4	$1.54M	Buy	+48,896	New	+$1.53M	2.01%	14

Other funds holding SPSB

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

QFA

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

CTWM

Cherry Tree Wealth Management Minnetonka, Minnesota $531M AUM 9.26% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return

WWM

Woodside Wealth Management Framingham, Massachusetts $146M AUM 13.89% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Cornerstone Management Duluth, Georgia $673M AUM 7.67% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return

SMBT

Southern Michigan Bank & Trust Coldwater, Michigan $280M AUM

Echo Wealth Management's SPSB Position: Q3 2026 in Review

Echo Wealth Management increased its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 25% in Q3 2026, buying an estimated $225K and bringing the position to 37,525 shares worth $1.11M. The position accounts for 0.54% of the portfolio, ranked #23.

Echo Wealth Management first reported a position in SPSB in Q4 2020 and has held it in 24 quarters since. The position peaked at $4.62M in Q4 2022. 95 funds tracked by Wall St. Rank hold SPSB as of Q3 2026.

Echo Wealth Management held 37,525 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $1.11M as of Q3 2026.
Echo Wealth Management bought 7,547 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q3 2026, an estimated $225K.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.54% of Echo Wealth Management's portfolio in Q3 2026, its #23 holding.
Echo Wealth Management first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2020 and has held it in 24 quarters since.
Echo Wealth Management's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $4.62M in Q4 2022.
95 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q3 2026.

Based on Echo Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.