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

GeoWealth 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 		$957K Sell
31,903
-1,574
-5% -$47.2K 0.03% 336
2026
Q1 		$1.01M Sell
33,477
-15,334
-31% -$463K 0.04% 283
2025
Q4 		$1.47M Sell
48,811
-10,777
-18% -$326K 0.05% 208
2025
Q3 		$1.8M Buy
59,588
+889
+2% +$26.8K 0.07% 181
2025
Q2 		$1.77M Sell
58,699
-3,288
-5% -$98.6K 0.07% 166
2025
Q1 		$1.87M Sell
61,987
-12,577
-17% -$377K 0.08% 153
2024
Q4 		$2.23M Sell
74,564
-15,230
-17% -$456K 0.07% 174
2024
Q3 		$2.72M Sell
89,794
-1,280
-1% -$38.4K 0.1% 153
2024
Q2 		$2.7M Sell
91,074
-3,335
-4% -$98.8K 0.12% 128
2024
Q1 		$2.81M Buy
94,409
+24,016
+34% +$715K 0.11% 139
2023
Q4 		$2.1M Sell
70,393
-3,101
-4% -$91.3K 0.17% 116
2023
Q3 		$2.16M Sell
73,494
-10,893
-13% -$320K 0.24% 95
2023
Q2 		$2.48M Buy
84,387
+13,768
+19% +$406K 0.27% 75
2023
Q1 		$2.09M Sell
70,619
-135,259
-66% -$3.99M 0.24% 66
2022
Q4 		$6.05M Buy
205,878
+763
+0.4% +$22.3K 0.64% 29
2022
Q3 		$5.99M Sell
205,115
-73,613
-26% -$2.19M 0.65% 29
2022
Q2 		$8.29M Buy
278,728
+29,474
+12% +$881K 1.11% 20
2022
Q1 		$7.51M Sell
249,254
-6,764
-3% -$206K 0.66% 43
2021
Q4 		$7.93M Buy
256,018
+17,240
+7% +$536K 0.65% 42
2021
Q3 		$7.46M Buy
238,778
+14,387
+6% +$450K 0.62% 48
2021
Q2 		$7.02M Buy
224,391
+19,557
+10% +$612K 0.89% 27
2021
Q1 		$6.41M Buy
204,834
+458
+0.2% +$14.4K 1% 28
2020
Q4 		$6.42M Buy
204,376
+59,241
+41% +$1.86M 1.03% 29
2020
Q3 		$4.55M Buy
145,135
+41,050
+39% +$1.29M 1.38% 19
2020
Q2 		$3.26M Buy
+104,085
New +$3.23M 1.35% 23

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

GeoWealth Management's SPSB Position: Q2 2026 in Review

GeoWealth Management reduced its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 4.7% in Q2 2026, selling an estimated $47.2K and leaving 31,903 shares worth $957K. The position accounts for 0.03% of the portfolio, ranked #336.

GeoWealth Management first reported a position in SPSB in Q2 2020 and has held it in 25 quarters since. The position peaked at $8.29M in Q2 2022. 571 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

  • GeoWealth Management held 31,903 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $957K as of Q2 2026.
  • GeoWealth Management sold 1,574 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2026, an estimated $47.2K.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.03% of GeoWealth Management's portfolio in Q2 2026, its #336 holding.
  • GeoWealth Management first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q2 2020 and has held it in 25 quarters since.
  • GeoWealth Management's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $8.29M in Q2 2022.
  • 571 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.