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

Kingsview Wealth 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 Q2	$14M	Sell	467,289 -20,719	-4%	-$622K	0.17%	108
2026 Q1	$14.7M	Buy	488,008 +8,569	+2%	+$259K	0.2%	101
2025 Q4	$14.5M	Buy	479,439 +13,234	+3%	+$400K	0.21%	95
2025 Q3	$14.1M	Buy	466,205 +23,321	+5%	+$703K	0.22%	89
2025 Q2	$13.4M	Buy	442,884 +1,639	+0.4%	+$49.2K	0.23%	78
2025 Q1	$13.3M	Buy	441,245 +4,633	+1%	+$139K	0.25%	73
2024 Q4	$13M	Sell	436,612 -17,632	-4%	-$528K	0.25%	69
2024 Q3	$13.8M	Sell	454,244 -46,364	-9%	-$1.39M	0.29%	63
2024 Q2	$14.9M	Buy	500,608 +19,709	+4%	+$584K	0.35%	53
2024 Q1	$14.3M	Buy	480,899 +92,998	+24%	+$2.77M	0.36%	53
2023 Q4	$11.6M	Buy	387,901 +27,295	+8%	+$803K	0.34%	64
2023 Q3	$10.6M	Buy	360,606 +10,800	+3%	+$317K	0.38%	59
2023 Q2	$10.3M	Sell	349,806 -3,532	-1%	-$104K	0.4%	51
2023 Q1	$10.5M	Sell	353,338 -12,060	-3%	-$356K	0.44%	52
2022 Q4	$10.7M	Buy	365,398 +6,342	+2%	+$186K	0.47%	46
2022 Q3	$10.5M	Sell	359,056 -17,957	-5%	-$533K	0.5%	41
2022 Q2	$11.2M	Buy	377,013 +1,604	+0.4%	+$47.9K	0.54%	34
2022 Q1	$11.3M	Sell	375,409 -6,870	-2%	-$210K	0.5%	39
2021 Q4	$11.8M	Sell	382,279 -3,529	-0.9%	-$110K	0.49%	37
2021 Q3	$12.1M	Sell	385,808 -106,694	-22%	-$3.34M	0.57%	30
2021 Q2	$15.4M	Buy	492,502 +42,969	+10%	+$1.35M	0.76%	23
2021 Q1	$14.1M	Buy	449,533 +4,377	+1%	+$137K	0.8%	21
2020 Q4	$14M	Buy	445,156 +173,798	+64%	+$5.45M	1.01%	14
2020 Q3	$8.51M	Buy	271,358 +69,955	+35%	+$2.19M	0.76%	20
2020 Q2	$6.31M	Buy	201,403 +14,669	+8%	+$455K	0.63%	28
2020 Q1	$5.65M	Buy	186,734 +437	+0.2%	+$13.4K	0.76%	26
2019 Q4	$5.75M	Buy	186,297 +174,455	+1,473%	+$5.38M	0.72%	27
2019 Q3	$365K	Buy	11,842 +263	+2%	+$8.09K	0.06%	307
2019 Q2	$356K	Buy	11,579 +4,376	+61%	+$134K	0.06%	298
2019 Q1	$220K	Buy	7,203 +95	+1%	+$2.88K	0.03%	416
2018 Q4	$214K	Buy	7,108 +266	+4%	+$8K	0.05%	332
2018 Q3	$206K	Sell	6,842 -7,250	-51%	-$219K	0.04%	337
2018 Q2	$425K	Sell	14,092 -7,203	-34%	-$217K	0.1%	212
2018 Q1	$643K	Sell	21,295 -11,499	-35%	-$348K	0.16%	169
2017 Q4	$998K	Buy	32,794 +19,853	+153%	+$606K	0.36%	84
2017 Q3	$397K	Buy	12,941 +3,691	+40%	+$113K	0.17%	165
2017 Q2	$283K	Sell	9,250 -19,028	-67%	-$583K	0.15%	193
2017 Q1	$866K	Buy	+28,278	New	+$864K	0.51%	58

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 22.96% 1-Year Est. Return

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

Kingsview Wealth Management's SPSB Position: Q2 2026 in Review

Kingsview Wealth Management reduced its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 4.2% in Q2 2026, selling an estimated $622K and leaving 467,289 shares worth $14M. The position accounts for 0.17% of the portfolio, ranked #108.

Kingsview Wealth Management first reported a position in SPSB in Q1 2017 and has held it in 38 quarters since. The position peaked at $15.4M in Q2 2021. 571 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

Kingsview Wealth Management held 467,289 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $14M as of Q2 2026.
Kingsview Wealth Management sold 20,719 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2026, an estimated $622K.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.17% of Kingsview Wealth Management's portfolio in Q2 2026, its #108 holding.
Kingsview Wealth Management first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q1 2017 and has held it in 38 quarters since.
Kingsview Wealth Management's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $15.4M in Q2 2021.
571 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.