GWM
SPSB icon

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
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return