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 Q2	$1.87M	Sell	62,471 -13,044	-17%	-$391K	0.02%	622
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 Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Kestra Private Wealth Services's SPSB Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 17% in Q2 2026, selling an estimated $391K and leaving 62,471 shares worth $1.87M. The position accounts for 0.02% of the portfolio, ranked #622.

Kestra Private Wealth Services first reported a position in SPSB in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.67M in Q2 2025. 577 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

Kestra Private Wealth Services held 62,471 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $1.87M as of Q2 2026.
Kestra Private Wealth Services sold 13,044 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2026, an estimated $391K.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.02% of Kestra Private Wealth Services's portfolio in Q2 2026, its #622 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 12 quarters since.
Kestra Private Wealth Services's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $2.67M in Q2 2025.
577 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.