High Net Worth Advisory Group’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

High Net Worth Advisory Group’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	$210K	Hold	7,000	–	–	0.04%	241
2026 Q1	$210K	Hold	7,000	–	–	0.05%	227
2025 Q4	$211K	Hold	7,000	–	–	0.05%	232
2025 Q3	$212K	Hold	7,000	–	–	0.05%	220
2025 Q2	$211K	Hold	7,000	–	–	0.06%	220
2025 Q1	$211K	Hold	7,000	–	–	0.06%	205
2024 Q4	$209K	Hold	7,000	–	–	0.06%	210
2024 Q3	$212K	Hold	7,000	–	–	0.06%	212
2024 Q2	$208K	Hold	7,000	–	–	0.06%	202
2024 Q1	$208K	Hold	7,000	–	–	0.07%	205
2023 Q4	$208K	Sell	7,000 -637	-8%	-$18.7K	0.08%	188
2023 Q3	$224K	Hold	7,637	–	–	0.09%	175
2023 Q2	$225K	Buy	+7,637	New	+$225K	0.09%	176

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

High Net Worth Advisory Group's SPSB Position: Q2 2026 in Review

High Net Worth Advisory Group held its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) position steady in Q2 2026 at 7,000 shares worth $210K. The position accounts for 0.04% of the portfolio, ranked #241.

High Net Worth Advisory Group first reported a position in SPSB in Q2 2023 and has held it in 13 quarters since. The position peaked at $225K in Q2 2023. 571 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

High Net Worth Advisory Group held 7,000 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $210K as of Q2 2026.
High Net Worth Advisory Group 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 0.04% of High Net Worth Advisory Group's portfolio in Q2 2026, its #241 holding.
High Net Worth Advisory Group first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q2 2023 and has held it in 13 quarters since.
High Net Worth Advisory Group's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $225K in Q2 2023.
571 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on High Net Worth Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.