EWM
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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
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 		$1.53M Buy
+48,896
New +$1.53M 2.01% 14

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

Echo Wealth Management's SPSB Position: Q1 2026 in Review

Echo Wealth Management reduced its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 38% in Q1 2026, selling an estimated $572K and leaving 30,499 shares worth $917K. The position accounts for 0.53% of the portfolio, ranked #23.

Echo Wealth Management first reported a position in SPSB in Q4 2020 and has held it in 22 quarters since. The position peaked at $4.62M in Q4 2022. 570 funds tracked by Wall St. Rank hold SPSB as of Q1 2026.

  • Echo Wealth Management held 30,499 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $917K as of Q1 2026.
  • Echo Wealth Management sold 18,940 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q1 2026, an estimated $572K.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.53% of Echo Wealth Management's portfolio in Q1 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 22 quarters since.
  • Echo Wealth Management's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $4.62M in Q4 2022.
  • 570 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2026.

Based on Echo Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.