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Kestra Private Wealth Services’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Kestra Private Wealth Services’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 		$2.27M Sell
75,515
-10,625
-12% -$321K 0.03% 511
2025
Q4 		$2.6M Sell
86,140
-1,764
-2% -$53.3K 0.03% 465
2025
Q3 		$2.66M Sell
87,904
-452
-0.5% -$13.6K 0.03% 450
2025
Q2 		$2.67M Buy
88,356
+6,537
+8% +$196K 0.04% 425
2025
Q1 		$2.46M Buy
81,819
+3,139
+4% +$94K 0.04% 409
2024
Q4 		$2.35M Buy
78,680
+4,511
+6% +$135K 0.04% 394
2024
Q3 		$2.25M Buy
74,169
+7,124
+11% +$214K 0.04% 397
2024
Q2 		$1.99M Buy
67,045
+2,205
+3% +$65.3K 0.04% 397
2024
Q1 		$1.93M Buy
64,840
+12,114
+23% +$360K 0.04% 378
2023
Q4 		$1.57M Buy
52,726
+26,178
+99% +$770K 0.04% 414
2023
Q3 		$778K Buy
+26,548
New +$780K 0.02% 529

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

Kestra Private Wealth Services's SPSB Position: Q1 2026 in Review

Kestra Private Wealth Services reduced its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 12% in Q1 2026, selling an estimated $321K and leaving 75,515 shares worth $2.27M. The position accounts for 0.03% of the portfolio, ranked #511.

Kestra Private Wealth Services first reported a position in SPSB in Q3 2023 and has held it in 11 quarters since. The position peaked at $2.67M in Q2 2025. 571 funds tracked by Wall St. Rank hold SPSB as of Q1 2026.

  • Kestra Private Wealth Services held 75,515 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $2.27M as of Q1 2026.
  • Kestra Private Wealth Services sold 10,625 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q1 2026, an estimated $321K.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.03% of Kestra Private Wealth Services's portfolio in Q1 2026, its #511 holding.
  • Kestra Private Wealth Services first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q3 2023 and has held it in 11 quarters since.
  • Kestra Private Wealth Services's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $2.67M in Q2 2025.
  • 571 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.