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

Integrated Wealth Concepts’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 		$731K Buy
24,315
+3,477
+17% +$105K 0.01% 1295
2025
Q4 		$629K Sell
20,838
-275
-1% -$8.31K 0.01% 980
2025
Q3 		$640K Sell
21,113
-1,630
-7% -$49.2K 0.01% 1215
2025
Q2 		$687K Buy
22,743
+2,123
+10% +$63.7K 0.01% 1110
2025
Q1 		$621K Sell
20,620
-2,855
-12% -$85.5K 0.01% 1045
2024
Q4 		$701K Buy
23,475
+1,974
+9% +$59.2K 0.01% 975
2024
Q3 		$651K Buy
21,501
+732
+4% +$22K 0.01% 976
2024
Q2 		$617K Sell
20,769
-1,179
-5% -$34.9K 0.01% 965
2024
Q1 		$653K Sell
21,948
-1,481
-6% -$44.1K 0.01% 933
2023
Q4 		$698K Buy
23,429
+1,141
+5% +$33.6K 0.01% 866
2023
Q3 		$653K Sell
22,288
-18,839
-46% -$553K 0.01% 870
2023
Q2 		$1.21M Buy
41,127
+23,717
+136% +$700K 0.02% 610
2023
Q1 		$516K Sell
17,410
-1,084
-6% -$32K 0.01% 845
2022
Q4 		$543K Buy
18,494
+556
+3% +$16.3K 0.01% 638
2022
Q3 		$524K Sell
17,938
-1,636
-8% -$48.6K 0.02% 577
2022
Q2 		$582K Buy
19,574
+4,478
+30% +$134K 0.02% 561
2022
Q1 		$455K Sell
15,096
-115
-0.8% -$3.51K 0.01% 597
2021
Q4 		$471K Buy
15,211
+1,227
+9% +$38.1K 0.01% 628
2021
Q3 		$437K Sell
13,984
-335
-2% -$10.5K 0.01% 609
2021
Q2 		$448K Buy
14,319
+3,944
+38% +$123K 0.02% 554
2021
Q1 		$325K Buy
10,375
+1,375
+15% +$43.1K 0.01% 570
2020
Q4 		$283K Buy
9,000
+290
+3% +$9.1K 0.01% 526
2020
Q3 		$273K Sell
8,710
-25,431
-74% -$798K 0.02% 470
2020
Q2 		$1.07M Buy
34,141
+945
+3% +$29.3K 0.08% 167
2020
Q1 		$1M Sell
33,196
-15,473
-32% -$473K 0.09% 138
2019
Q4 		$1.5M Buy
48,669
+14,154
+41% +$436K 0.13% 116
2019
Q3 		$1.06M Buy
34,515
+13,988
+68% +$430K 0.12% 120
2019
Q2 		$283K Buy
20,527
+11,292
+122% +$345K 0.04% 292
2019
Q1 		$282K Buy
+9,235
New +$280K 0.05% 247

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

Integrated Wealth Concepts's SPSB Position: Q1 2026 in Review

Integrated Wealth Concepts increased its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 17% in Q1 2026, buying an estimated $105K and bringing the position to 24,315 shares worth $731K. The position accounts for 0.01% of the portfolio, ranked #1295.

Integrated Wealth Concepts first reported a position in SPSB in Q1 2019 and has held it in 29 quarters since. The position peaked at $1.5M in Q4 2019. 570 funds tracked by Wall St. Rank hold SPSB as of Q1 2026.

  • Integrated Wealth Concepts held 24,315 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $731K as of Q1 2026.
  • Integrated Wealth Concepts bought 3,477 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q1 2026, an estimated $105K.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1295 holding.
  • Integrated Wealth Concepts first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q1 2019 and has held it in 29 quarters since.
  • Integrated Wealth Concepts's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $1.5M 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 Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.