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Guardian Wealth Advisors (North Carolina)’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		$3.02M Buy
+100,560
New +$3.02M 0.17% 86

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

Guardian Wealth Advisors (North Carolina)'s SPSB Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) opened a new position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q2 2026: 100,560 shares worth $3.02M. The stake represents 0.17% of the portfolio and ranks #86 among its holdings.

572 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

  • Guardian Wealth Advisors (North Carolina) held 100,560 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $3.02M as of Q2 2026.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF was a new Guardian Wealth Advisors (North Carolina) position in Q2 2026.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.17% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #86 holding.
  • 572 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.