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

IAG Wealth Partners’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
Q1 		$441K Buy
14,676
+637
+5% +$19.2K 0.05% 86
2025
Q4 		$424K Buy
14,039
+2,986
+27% +$90.2K 0.05% 86
2025
Q3 		$335K Buy
11,053
+242
+2% +$7.3K 0.04% 98
2025
Q2 		$326K Buy
10,811
+122
+1% +$3.66K 0.04% 96
2025
Q1 		$322K Buy
10,689
+2,189
+26% +$65.6K 0.05% 92
2024
Q4 		$254K Sell
8,500
-1,320
-13% -$39.6K 0.04% 89
2024
Q3 		$297K Sell
9,820
-1,248
-11% -$37.4K 0.06% 85
2024
Q2 		$329K Sell
11,068
-43
-0.4% -$1.27K 0.07% 79
2024
Q1 		$331K Buy
11,111
+298
+3% +$8.87K 0.07% 72
2023
Q4 		$322K Buy
10,813
+971
+10% +$28.6K 0.07% 68
2023
Q3 		$289K Buy
9,842
+1,017
+12% +$29.9K 0.08% 69
2023
Q2 		$260K Buy
8,825
+8
+0.1% +$236 0.07% 71
2023
Q1 		$261K Buy
8,817
+1,595
+22% +$47.1K 0.07% 63
2022
Q4 		$212K Buy
7,222
+994
+16% +$29.1K 0.06% 68
2022
Q3 		$182K Sell
6,228
-718
-10% -$21.3K 0.06% 61
2022
Q2 		$207K Sell
6,946
-7
-0.1% -$209 0.07% 64
2022
Q1 		$209K Buy
6,953
+3,329
+92% +$102K 0.07% 64
2021
Q4 		$112K Buy
+3,624
New +$113K 0.04% 82
2021
Q2 		– Sell
-2,087
Closed -$66K – 393
2021
Q1 		$66K Sell
2,087
-3,962
-65% -$124K 0.03% 97
2020
Q4 		$190K Sell
6,049
-740
-11% -$23.2K 0.08% 56
2020
Q3 		$213K Buy
6,789
+327
+5% +$10.3K 0.1% 48
2020
Q2 		$203K Sell
6,462
-22,001
-77% -$682K 0.1% 47
2020
Q1 		$862K Sell
28,463
-4,879
-15% -$149K 0.58% 26
2019
Q4 		$1.03M Buy
+33,342
New +$1.03M 0.67% 26

Other funds holding SPSB

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

IAG Wealth Partners's SPSB Position: Q1 2026 in Review

IAG Wealth Partners increased its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 4.5% in Q1 2026, buying an estimated $19.2K and bringing the position to 14,676 shares worth $441K. The position accounts for 0.05% of the portfolio, ranked #86.

IAG Wealth Partners first reported a position in SPSB in Q4 2019 and has held it in 24 quarters since. The position peaked at $1.03M in Q4 2019. 570 funds tracked by Wall St. Rank hold SPSB as of Q1 2026.

  • IAG Wealth Partners held 14,676 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $441K as of Q1 2026.
  • IAG Wealth Partners bought 637 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q1 2026, an estimated $19.2K.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.05% of IAG Wealth Partners's portfolio in Q1 2026, its #86 holding.
  • IAG Wealth Partners first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2019 and has held it in 24 quarters since.
  • IAG Wealth Partners's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $1.03M in Q4 2019.
  • 570 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.