GK Wealth Management
SPSB icon

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

GK 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
Q3 		$579K Buy
19,559
+591
+3% +$17.6K 0.33% 63
2026
Q2 		$569K Buy
+18,968
New +$569K 0.3% 80
2026
Q1 		– Sell
-13,045
Closed -$394K – 182
2025
Q4 		$394K Sell
13,045
-2,088
-14% -$63.1K 0.26% 96
2025
Q3 		$458K Buy
15,133
+499
+3% +$15.1K 0.34% 76
2025
Q2 		$442K Buy
14,634
+3,783
+35% +$113K 0.4% 63
2025
Q1 		$327K Buy
10,851
+291
+3% +$8.72K 0.37% 77
2024
Q4 		$315K Buy
+10,560
New +$316K 0.4% 75

Other funds holding SPSB

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Valmark Advisers
Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
MCF Advisors
MCF Advisors Covington, Kentucky $2.81B AUM 12.54% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Rockwood Wealth Management
Rockwood Wealth Management New Hope, Pennsylvania $1.67B AUM 11.93% 1-Year Est. Return
Gemmer Asset Management
Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return
Rodgers & Associates
Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return
Arkansas Financial Group
Arkansas Financial Group Little Rock, Arkansas $751M AUM 9.21% 1-Year Est. Return

GK Wealth Management's SPSB Position: Q3 2026 in Review

GK Wealth Management increased its State Street SPDR Portfolio Short Term Corporate Bond Index ETF (SPSB) stake by 3.1% in Q3 2026, buying an estimated $17.6K and bringing the position to 19,559 shares worth $579K. The position accounts for 0.33% of the portfolio, ranked #63.

GK Wealth Management first reported a position in SPSB in Q4 2024 and has held it in 7 quarters since. 375 funds tracked by Wall St. Rank hold SPSB as of Q3 2026.

  • GK Wealth Management held 19,559 shares of State Street SPDR Portfolio Short Term Corporate Bond Index ETF worth $579K as of Q3 2026.
  • GK Wealth Management bought 591 State Street SPDR Portfolio Short Term Corporate Bond Index ETF shares in Q3 2026, an estimated $17.6K.
  • State Street SPDR Portfolio Short Term Corporate Bond Index ETF made up 0.33% of GK Wealth Management's portfolio in Q3 2026, its #63 holding.
  • GK Wealth Management first reported a position in State Street SPDR Portfolio Short Term Corporate Bond Index ETF in Q4 2024 and has held it in 7 quarters since.
  • 375 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond Index ETF as of Q3 2026.

Based on GK Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.