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

EP Wealth Advisors’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 		$1.74M Sell
57,836
-3,215
-5% -$96.5K 0.01% 613
2026
Q1 		$1.84M Sell
61,051
-11,686
-16% -$353K 0.01% 494
2025
Q4 		$2.2M Buy
+72,737
New +$2.2M 0.01% 427
2025
Q2 		$2.81M Sell
93,164
-422
-0.5% -$12.7K 0.02% 353
2025
Q1 		$2.82M Sell
93,586
-23,293
-20% -$698K 0.02% 308
2024
Q4 		$3.49M Buy
116,879
+13,904
+14% +$417K 0.03% 264
2024
Q3 		$3.12M Sell
102,975
-5,401
-5% -$162K 0.03% 276
2024
Q2 		$3.22M Sell
108,376
-34,281
-24% -$1.02M 0.03% 225
2024
Q1 		$4.25M Sell
142,657
-29,604
-17% -$881K 0.05% 188
2023
Q4 		$5.13M Buy
+172,261
New +$5.07M 0.07% 158
2022
Q3 		– Sell
-5,780
Closed -$172K – 605
2022
Q2 		$172K Sell
5,780
-793
-12% -$23.7K ﹤0.01% 595
2022
Q1 		$198K Buy
6,573
+7
+0.1% +$214 ﹤0.01% 575
2021
Q4 		$203K Sell
6,566
-7,879
-55% -$245K ﹤0.01% 529
2021
Q3 		$451K Buy
14,445
+3,648
+34% +$114K 0.01% 349
2021
Q2 		$338K Buy
+10,797
New +$338K 0.01% 419
2017
Q2 		– Sell
-12,090
Closed -$370K – 194
2017
Q1 		$370K Buy
+12,090
New +$369K 0.05% 99

Other funds holding SPSB

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

EP Wealth Advisors's SPSB Position: Q2 2026 in Review

EP Wealth Advisors reduced its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 5.3% in Q2 2026, selling an estimated $96.5K and leaving 57,836 shares worth $1.74M. The position accounts for 0.01% of the portfolio, ranked #613.

EP Wealth Advisors first reported a position in SPSB in Q1 2017 and has held it in 16 quarters since. The position peaked at $5.13M in Q4 2023. 571 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

  • EP Wealth Advisors held 57,836 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $1.74M as of Q2 2026.
  • EP Wealth Advisors sold 3,215 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2026, an estimated $96.5K.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #613 holding.
  • EP Wealth Advisors first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q1 2017 and has held it in 16 quarters since.
  • EP Wealth Advisors's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $5.13M in Q4 2023.
  • 571 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.