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

Gibbs 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	$7.22M	Buy	240,202 +89,134	+59%	+$2.69M	0.95%	21
2025 Q4	$4.57M	Sell	151,068 -10,051	-6%	-$304K	1.1%	21
2025 Q3	$4.88M	Sell	161,119 -39,025	-19%	-$1.18M	1.1%	20
2025 Q2	$6.04M	Buy	200,144 +22,231	+12%	+$667K	1.16%	16
2025 Q1	$5.36M	Buy	177,913 +10,239	+6%	+$307K	1.29%	16
2024 Q4	$5.01M	Buy	167,674 +34,939	+26%	+$1.05M	1.36%	13
2024 Q3	$4.02M	Buy	132,735 +23,591	+22%	+$708K	1.3%	15
2024 Q2	$3.24M	Sell	109,144 -66,977	-38%	-$1.98M	1.31%	14
2024 Q1	$5.24M	Buy	+176,121	New	+$5.24M	3.01%	5

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

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

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

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

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

Gibbs Wealth Management increased its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 59% in Q1 2026, buying an estimated $2.69M and bringing the position to 240,202 shares worth $7.22M. The position accounts for 0.95% of the portfolio, ranked #21.

Gibbs Wealth Management first reported a position in SPSB in Q1 2024 and has held it in 9 quarters since. 574 funds tracked by Wall St. Rank hold SPSB as of Q1 2026.

Gibbs Wealth Management held 240,202 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $7.22M as of Q1 2026.
Gibbs Wealth Management bought 89,134 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q1 2026, an estimated $2.69M.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.95% of Gibbs Wealth Management's portfolio in Q1 2026, its #21 holding.
Gibbs Wealth Management first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q1 2024 and has held it in 9 quarters since.
574 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2026.

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