JRPIM
SPSB icon

Journey Retirement Planning & Investment Management’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Journey Retirement Planning & Investment 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
Q1 		– Sell
-13,184
Closed -$398K – 223
2025
Q4 		$398K Buy
+13,184
New +$398K 0.08% 172

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 $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 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 $72.7B AUM 26.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Journey Retirement Planning & Investment Management's SPSB Position: Q1 2026 in Review

Journey Retirement Planning & Investment Management sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q1 2026, closing a stake of 13,184 shares — an estimated $398K sold.

Journey Retirement Planning & Investment Management first reported a position in SPSB in Q4 2025 and held it in 1 quarter. The position peaked at $398K in Q4 2025. 573 funds tracked by Wall St. Rank hold SPSB as of Q1 2026.

  • Journey Retirement Planning & Investment Management reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Journey Retirement Planning & Investment Management sold 13,184 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q1 2026, an estimated $398K.
  • Journey Retirement Planning & Investment Management first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2025 and held it in 1 quarter.
  • Journey Retirement Planning & Investment Management's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $398K in Q4 2025.
  • 573 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q1 2026, filed 15 May 2026.