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

Juncture Wealth Strategies’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
Q3 		$420K Buy
14,194
+71
+0.5% +$2.12K 0.11% 125
2026
Q2 		$424K Hold
14,123
– – 0.11% 126
2026
Q1 		$425K Sell
14,123
-22
-0.2% -$664 0.14% 85
2025
Q4 		$427K Sell
14,145
-1
-0% -$30 0.14% 80
2025
Q3 		$428K Sell
14,146
-2
-0% -$60 0.14% 84
2025
Q2 		$427K Sell
14,148
-20
-0.1% -$600 0.15% 80
2025
Q1 		$426K Sell
14,168
-1,075
-7% -$32.2K 0.17% 80
2024
Q4 		$455K Sell
15,243
-136
-0.9% -$4.08K 0.17% 77
2024
Q3 		$466K Sell
15,379
-182
-1% -$5.46K 0.18% 76
2024
Q2 		$462K Sell
15,561
-344
-2% -$10.2K 0.19% 69
2024
Q1 		$473K Buy
15,905
+671
+4% +$20K 0.2% 64
2023
Q4 		$454K Sell
15,234
-44
-0.3% -$1.29K 0.21% 80
2023
Q3 		$448K Sell
15,278
-1,893
-11% -$55.6K 0.22% 85
2023
Q2 		$506K Buy
17,171
+754
+5% +$22.3K 0.24% 84
2023
Q1 		$486K Sell
16,417
-707
-4% -$20.9K 0.24% 78
2022
Q4 		$503K Sell
17,124
-7,528
-31% -$220K 0.24% 71
2022
Q3 		$720K Buy
24,652
+436
+2% +$12.9K 0.36% 54
2022
Q2 		$720K Buy
24,216
+13,949
+136% +$417K 0.35% 53
2022
Q1 		$309K Buy
+10,267
New +$313K 0.15% 101
2018
Q4 		– Sell
-8,009
Closed -$242K – 112
2018
Q3 		$242K Buy
8,009
+946
+13% +$28.5K 0.13% 100
2018
Q2 		$213K Buy
+7,063
New +$213K 0.11% 104

Other funds holding SPSB

GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MCP
Martin Capital Partners Eugene, Oregon $279M AUM 18.87% 1-Year Est. Return
RCP
Roan Capital Partners Johnson City, Tennessee $137M AUM
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $467M AUM 13.43% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Juncture Wealth Strategies's SPSB Position: Q3 2026 in Review

Juncture Wealth Strategies increased its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 0.5% in Q3 2026, buying an estimated $2.12K and bringing the position to 14,194 shares worth $420K. The position accounts for 0.11% of the portfolio, ranked #125.

Juncture Wealth Strategies first reported a position in SPSB in Q2 2018 and has held it in 21 quarters since. The position peaked at $720K in Q3 2022. 25 funds tracked by Wall St. Rank hold SPSB as of Q3 2026.

  • Juncture Wealth Strategies held 14,194 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $420K as of Q3 2026.
  • Juncture Wealth Strategies bought 71 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q3 2026, an estimated $2.12K.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.11% of Juncture Wealth Strategies's portfolio in Q3 2026, its #125 holding.
  • Juncture Wealth Strategies first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q2 2018 and has held it in 21 quarters since.
  • Juncture Wealth Strategies's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $720K in Q3 2022.
  • 25 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q3 2026.

Based on Juncture Wealth Strategies's 13F filing for Q3 2026, filed 6 Oct 2026.