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

Impact Partnership Wealth’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	$9.64M	Sell	321,320 -170,086	-35%	-$5.1M	0.94%	19
2026 Q1	$14.8M	Buy	491,406 +38,440	+8%	+$1.16M	1.83%	13
2025 Q4	$13.7M	Buy	452,966 +225,667	+99%	+$6.82M	1.75%	16
2025 Q3	$6.88M	Sell	227,299 -109,864	-33%	-$3.31M	1.02%	17
2025 Q2	$10.2M	Buy	337,163 +22,363	+7%	+$671K	1.88%	14
2025 Q1	$9.48M	Buy	314,800 +147,999	+89%	+$4.43M	2.02%	13
2024 Q4	$4.98M	Sell	166,801 -60,910	-27%	-$1.83M	1.01%	18
2024 Q3	$6.9M	Buy	227,711 +46,783	+26%	+$1.4M	1.56%	16
2024 Q2	$5.37M	Buy	180,928 +105,584	+140%	+$3.13M	1.41%	15
2024 Q1	$2.24M	Sell	75,344 -60,175	-44%	-$1.79M	0.89%	16
2023 Q4	$4.04M	Buy	+135,519	New	+$3.99M	1.48%	14
2023 Q3	–	Sell	-223	Closed	-$6.57K	–	1188
2023 Q2	$6.57K	Buy	+223	New	+$6.58K	﹤0.01%	464

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

Impact Partnership Wealth's SPSB Position: Q2 2026 in Review

Impact Partnership Wealth reduced its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 35% in Q2 2026, selling an estimated $5.1M and leaving 321,320 shares worth $9.64M. The position accounts for 0.94% of the portfolio, ranked #19.

Impact Partnership Wealth first reported a position in SPSB in Q2 2023 and has held it in 12 quarters since. The position peaked at $14.8M in Q1 2026. 571 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

Impact Partnership Wealth held 321,320 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $9.64M as of Q2 2026.
Impact Partnership Wealth sold 170,086 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2026, an estimated $5.1M.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.94% of Impact Partnership Wealth's portfolio in Q2 2026, its #19 holding.
Impact Partnership Wealth first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q2 2023 and has held it in 12 quarters since.
Impact Partnership Wealth's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $14.8M in Q1 2026.
571 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on Impact Partnership Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.