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

EPG 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 		$4K Hold
133
– – ﹤0.01% 303
2025
Q4 		$4.02K Hold
133
– – ﹤0.01% 299
2025
Q3 		$4.03K Hold
133
– – ﹤0.01% 298
2025
Q2 		$4.01K Buy
+133
New +$3.99K ﹤0.01% 294

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

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

EPG Wealth Management held its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) position steady in Q1 2026 at 133 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #303.

EPG Wealth Management first reported a position in SPSB in Q2 2025 and has held it in 4 quarters since. The position peaked at $4.03K in Q3 2025. 570 funds tracked by Wall St. Rank hold SPSB as of Q1 2026.

  • EPG Wealth Management held 133 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $4K as of Q1 2026.
  • EPG Wealth Management left its State Street SPDR Portfolio Short Term Corporate Bond ETF share count unchanged in Q1 2026.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up ﹤0.01% of EPG Wealth Management's portfolio in Q1 2026, its #303 holding.
  • EPG Wealth Management first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • EPG Wealth Management's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $4.03K in Q3 2025.
  • 570 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2026.

Based on EPG Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.