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

EverSource 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	$29.5K	Sell	982 -1,046	-52%	-$31.4K	﹤0.01%	2158
2026 Q1	$61K	Buy	2,028 +1,046	+107%	+$31.6K	﹤0.01%	1748
2025 Q4	$29.7K	Hold	982	–	–	﹤0.01%	2119
2025 Q3	$29.7K	Hold	982	–	–	﹤0.01%	2065
2025 Q2	$29.6K	Hold	982	–	–	﹤0.01%	1984
2025 Q1	$29.6K	Hold	982	–	–	﹤0.01%	1489
2024 Q4	$29.3K	Hold	982	–	–	﹤0.01%	1436
2024 Q3	$29.7K	Hold	982	–	–	﹤0.01%	1286
2024 Q2	$29.4K	Sell	982 -1,117	-53%	-$33.1K	﹤0.01%	1328
2024 Q1	$62.1K	Buy	2,099 +182	+9%	+$5.42K	﹤0.01%	887
2023 Q4	$57.1K	Buy	1,917 +1,577	+464%	+$46.4K	0.01%	844
2023 Q3	$9.97K	Hold	340	–	–	﹤0.01%	1424
2023 Q2	$10K	Hold	340	–	–	﹤0.01%	1437
2023 Q1	$10.1K	Buy	340 +301	+772%	+$8.88K	﹤0.01%	1351
2022 Q4	$1.15K	Hold	39	–	–	﹤0.01%	2050
2022 Q3	$1K	Buy	+39	New	+$1.16K	﹤0.01%	1892
2022 Q2	–	Sell	-1,793	Closed	-$54K	–	1878
2022 Q1	$54K	Sell	1,793 -513	-22%	-$15.7K	0.01%	457
2021 Q4	$71K	Buy	+2,306	New	+$71.6K	0.02%	361

Other funds holding SPSB

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 52% in Q2 2026, selling an estimated $31.4K and leaving 982 shares worth $29.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2158.

EverSource Wealth Advisors first reported a position in SPSB in Q4 2021 and has held it in 18 quarters since. The position peaked at $71K in Q4 2021. 576 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

EverSource Wealth Advisors held 982 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $29.5K as of Q2 2026.
EverSource Wealth Advisors sold 1,046 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2026, an estimated $31.4K.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2158 holding.
EverSource Wealth Advisors first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2021 and has held it in 18 quarters since.
EverSource Wealth Advisors's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $71K in Q4 2021.
576 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.