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

IHT 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	$435K	Sell	14,482 -1,622	-10%	-$48.7K	0.01%	881
2026 Q1	$484K	Sell	16,104 -1,106	-6%	-$33.4K	0.01%	846
2025 Q4	$520K	Sell	17,210 -39,674	-70%	-$1.2M	0.01%	750
2025 Q3	$1.72M	Sell	56,884 -900	-2%	-$27.1K	0.04%	369
2025 Q2	$1.74M	Sell	57,784 -20,468	-26%	-$614K	0.05%	343
2025 Q1	$2.36M	Sell	78,252 -38,405	-33%	-$1.15M	0.07%	254
2024 Q4	$3.48M	Sell	116,657 -2,765	-2%	-$82.9K	0.11%	179
2024 Q3	$3.62M	Sell	119,422 -4,026	-3%	-$121K	0.1%	205
2024 Q2	$3.67M	Buy	123,448 +937	+0.8%	+$27.8K	0.14%	154
2024 Q1	$3.65M	Sell	122,511 -50,819	-29%	-$1.51M	0.15%	137
2023 Q4	$5.16M	Sell	173,330 -19,717	-10%	-$580K	0.23%	93
2023 Q3	$5.66M	Buy	193,047 +25,923	+16%	+$761K	0.29%	75
2023 Q2	$4.92M	Buy	167,124 +575	+0.3%	+$17K	0.26%	84
2023 Q1	$4.93M	Sell	166,549 -188,936	-53%	-$5.57M	0.28%	77
2022 Q4	$10.4M	Buy	355,485 +264,007	+289%	+$7.73M	0.66%	22
2022 Q3	$2.67M	Buy	91,478 +483	+0.5%	+$14.3K	0.2%	106
2022 Q2	$2.71M	Buy	90,995 +186	+0.2%	+$5.56K	0.24%	95
2022 Q1	$2.74M	Sell	90,809 -11,669	-11%	-$356K	0.21%	104
2021 Q4	$3.17M	Buy	102,478 +373	+0.4%	+$11.6K	0.23%	93
2021 Q3	$3.19M	Buy	102,105 +28,014	+38%	+$876K	0.26%	85
2021 Q2	$2.32M	Buy	74,091 +52,721	+247%	+$1.65M	0.15%	142
2021 Q1	$669K	Buy	21,370 +1,374	+7%	+$43.1K	0.05%	374
2020 Q4	$628K	Buy	19,996 +490	+3%	+$15.4K	0.05%	341
2020 Q3	$612K	Buy	+19,506	New	+$612K	0.06%	298
2020 Q2	–	Sell	-9,131	Closed	-$276K	–	636
2020 Q1	$276K	Buy	+9,131	New	+$279K	0.04%	411
2018 Q2	–	Sell	-3,375	Closed	-$102K	–	1218
2018 Q1	$102K	Buy	+3,375	New	+$102K	0.03%	473

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

IHT Wealth Management's SPSB Position: Q2 2026 in Review

IHT Wealth Management reduced its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 10% in Q2 2026, selling an estimated $48.7K and leaving 14,482 shares worth $435K. The position accounts for 0.01% of the portfolio, ranked #881.

IHT Wealth Management first reported a position in SPSB in Q1 2018 and has held it in 26 quarters since. The position peaked at $10.4M in Q4 2022. 572 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

IHT Wealth Management held 14,482 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $435K as of Q2 2026.
IHT Wealth Management sold 1,622 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2026, an estimated $48.7K.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.01% of IHT Wealth Management's portfolio in Q2 2026, its #881 holding.
IHT Wealth Management first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q1 2018 and has held it in 26 quarters since.
IHT Wealth Management's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $10.4M in Q4 2022.
572 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.