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

Golden State 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	$630	Hold	21	–	–	﹤0.01%	1526
2026 Q1	$631	Sell	21 -2,731	-99%	-$82.4K	﹤0.01%	1497
2025 Q4	$83.1K	Buy	2,752 +2,731	+13,005%	+$82.5K	0.01%	567
2025 Q3	$636	Hold	21	–	–	﹤0.01%	1550
2025 Q2	$634	Sell	21 -477	-96%	-$14.3K	﹤0.01%	1479
2025 Q1	$15K	Hold	498	–	–	﹤0.01%	884
2024 Q4	$14.9K	Buy	+498	New	+$14.9K	﹤0.01%	844
2020 Q2	–	Sell	-962	Closed	-$29K	–	798
2020 Q1	$29K	Buy	+962	New	+$29.4K	0.01%	450
2019 Q4	–	Sell	-1,191	Closed	-$37K	–	803
2019 Q3	$37K	Hold	1,191	–	–	0.01%	494
2019 Q2	$36K	Buy	1,191 +23	+2%	+$703	0.01%	529
2019 Q1	$36K	Buy	+1,168	New	+$35.4K	0.01%	519

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

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

Golden State Wealth Management's SPSB Position: Q2 2026 in Review

Golden State Wealth Management held its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) position steady in Q2 2026 at 21 shares worth $630. The position accounts for ﹤0.01% of the portfolio, ranked #1526.

Golden State Wealth Management first reported a position in SPSB in Q1 2019 and has held it in 11 quarters since. The position peaked at $83.1K in Q4 2025. 571 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

Golden State Wealth Management held 21 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $630 as of Q2 2026.
Golden State Wealth Management left its State Street SPDR Portfolio Short Term Corporate Bond ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1526 holding.
Golden State Wealth Management first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q1 2019 and has held it in 11 quarters since.
Golden State Wealth Management's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $83.1K in Q4 2025.
571 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.