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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
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

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Juncture Wealth Strategies's SPSB Position: Q2 2026 in Review

Juncture Wealth Strategies held its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) position steady in Q2 2026 at 14,123 shares worth $424K. The position accounts for 0.11% of the portfolio, ranked #126.

Juncture Wealth Strategies first reported a position in SPSB in Q2 2018 and has held it in 20 quarters since. The position peaked at $720K in Q3 2022. 572 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

  • Juncture Wealth Strategies held 14,123 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $424K as of Q2 2026.
  • Juncture Wealth Strategies left its State Street SPDR Portfolio Short Term Corporate Bond ETF share count unchanged in Q2 2026.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.11% of Juncture Wealth Strategies's portfolio in Q2 2026, its #126 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 20 quarters since.
  • Juncture Wealth Strategies's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $720K in Q3 2022.
  • 572 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on Juncture Wealth Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.