Focus Partners Wealth
SPSB icon

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

Focus Partners Wealth’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 		$6.7M Sell
223,112
-31,755
-12% -$953K 0.01% 845
2026
Q1 		$8.24M Buy
254,867
+36,060
+16% +$1.09M 0.01% 781
2025
Q4 		$6.61M Buy
218,807
+207,156
+1,778% +$6.26M 0.01% 850
2025
Q3 		$353K Sell
11,651
-483
-4% -$14.6K ﹤0.01% 1770
2025
Q2 		$366K Buy
+12,134
New +$364K ﹤0.01% 1585

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

Focus Partners Wealth's SPSB Position: Q2 2026 in Review

Focus Partners Wealth reduced its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 12% in Q2 2026, selling an estimated $953K and leaving 223,112 shares worth $6.7M. The position accounts for 0.01% of the portfolio, ranked #845.

Focus Partners Wealth first reported a position in SPSB in Q2 2025 and has held it in 5 quarters since. The position peaked at $8.24M in Q1 2026. 571 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

  • Focus Partners Wealth held 223,112 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $6.7M as of Q2 2026.
  • Focus Partners Wealth sold 31,755 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2026, an estimated $953K.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #845 holding.
  • Focus Partners Wealth first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Focus Partners Wealth's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $8.24M in Q1 2026.
  • 571 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

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