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

Fonville 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
Q2 		$1.15M Sell
38,286
-2,509
-6% -$75.3K 0.19% 68
2026
Q1 		$1.23M Sell
40,795
-835
-2% -$25.2K 0.23% 63
2025
Q4 		$1.26M Sell
41,630
-368
-0.9% -$11.1K 0.26% 61
2025
Q3 		$1.27M Buy
41,998
+177
+0.4% +$5.34K 0.29% 61
2025
Q2 		$1.26M Sell
41,821
-2,667
-6% -$80K 0.32% 54
2025
Q1 		$1.34M Sell
44,488
-2,103
-5% -$63K 0.39% 49
2024
Q4 		$1.39M Sell
46,591
-305
-0.7% -$9.14K 0.46% 46
2024
Q3 		$1.42M Sell
46,896
-1,290
-3% -$38.7K 0.49% 46
2024
Q2 		$1.43M Buy
48,186
+1,316
+3% +$39K 0.57% 44
2024
Q1 		$1.4M Buy
46,870
+112
+0.2% +$3.33K 0.62% 44
2023
Q4 		$1.39M Buy
+46,758
New +$1.38M 0.74% 43

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

Fonville Wealth Management's SPSB Position: Q2 2026 in Review

Fonville Wealth Management reduced its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 6.2% in Q2 2026, selling an estimated $75.3K and leaving 38,286 shares worth $1.15M. The position accounts for 0.19% of the portfolio, ranked #68.

Fonville Wealth Management first reported a position in SPSB in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.43M in Q2 2024. 571 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

  • Fonville Wealth Management held 38,286 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $1.15M as of Q2 2026.
  • Fonville Wealth Management sold 2,509 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2026, an estimated $75.3K.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.19% of Fonville Wealth Management's portfolio in Q2 2026, its #68 holding.
  • Fonville Wealth Management first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Fonville Wealth Management's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $1.43M in Q2 2024.
  • 571 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on Fonville Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.