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

HHM Wealth Advisors’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	$50.7K	Hold	1,690	–	–	0.01%	386
2026 Q1	$50.8K	Hold	1,690	–	–	0.01%	369
2025 Q4	$51K	Hold	1,690	–	–	0.01%	357
2025 Q3	$51.2K	Hold	1,690	–	–	0.01%	375
2025 Q2	$51K	Hold	1,690	–	–	0.01%	372
2025 Q1	$50.9K	Hold	1,690	–	–	0.01%	361
2024 Q4	$50.5K	Hold	1,690	–	–	0.01%	349
2024 Q3	$51.2K	Hold	1,690	–	–	0.01%	337
2024 Q2	$50.2K	Hold	1,690	–	–	0.01%	342
2024 Q1	$50.3K	Hold	1,690	–	–	0.01%	296
2023 Q4	$50.3K	Sell	1,690 -504	-23%	-$14.8K	0.01%	287
2023 Q3	$64.3K	Hold	2,194	–	–	0.01%	246
2023 Q2	$64.6K	Buy	2,194 +504	+30%	+$14.9K	0.01%	253
2023 Q1	$50.1K	Hold	1,690	–	–	0.01%	276
2022 Q4	$49.7K	Hold	1,690	–	–	0.01%	245
2022 Q3	$49K	Sell	1,690 -755	-31%	-$22.4K	0.01%	238
2022 Q2	$73K	Sell	2,445 -2,245	-48%	-$67.1K	0.02%	229
2022 Q1	$141K	Hold	4,690	–	–	0.03%	177
2021 Q4	$145K	Hold	4,690	–	–	0.04%	177
2021 Q3	$147K	Hold	4,690	–	–	0.04%	168
2021 Q2	$147K	Hold	4,690	–	–	0.04%	164
2021 Q1	$147K	Hold	4,690	–	–	0.05%	149
2020 Q4	$147K	Buy	+4,690	New	+$147K	0.05%	129

Other funds holding SPSB

RWM

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

AFG

Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return

SPIA

Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return

CWM

Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return

QFA

Quattro Financial Advisors The Woodlands, Texas $468M AUM 13.49% 1-Year Est. Return

HVIA

Hudson Valley Investment Advisors Goshen, New York $823M AUM 31.4% 1-Year Est. Return

CWP

Concord Wealth Partners Abingdon, Virginia $873M AUM 24.02% 1-Year Est. Return

CAMV

Concord Asset Management (Virginia) Abingdon, Virginia $646M AUM 25.36% 1-Year Est. Return

WFS

Walker Financial Services Bowling Green, Kentucky $323M AUM 8.03% 1-Year Est. Return

HHM Wealth Advisors's SPSB Position: Q2 2026 in Review

HHM Wealth Advisors held its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) position steady in Q2 2026 at 1,690 shares worth $50.7K. The position accounts for 0.01% of the portfolio, ranked #386.

HHM Wealth Advisors first reported a position in SPSB in Q4 2020 and has held it in 23 quarters since. The position peaked at $147K in Q3 2021. 199 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

HHM Wealth Advisors held 1,690 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $50.7K as of Q2 2026.
HHM Wealth Advisors 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 HHM Wealth Advisors's portfolio in Q2 2026, its #386 holding.
HHM Wealth Advisors first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2020 and has held it in 23 quarters since.
HHM Wealth Advisors's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $147K in Q3 2021.
199 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.