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

Kingswood Wealth Advisors’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	$487K	Sell	16,213 -102	-0.6%	-$3.06K	0.02%	614
2026 Q1	$491K	Sell	16,315 -1,459	-8%	-$44K	0.02%	557
2025 Q4	$537K	Sell	17,774 -3,212	-15%	-$97.1K	0.03%	500
2025 Q3	$636K	Buy	20,986 +5	+0%	+$151	0.04%	422
2025 Q2	$633K	Sell	20,981 -600	-3%	-$18K	0.05%	357
2025 Q1	$649K	Sell	21,581 -3,473	-14%	-$104K	0.06%	338
2024 Q4	$748K	Buy	25,054 +6,985	+39%	+$209K	0.06%	335
2024 Q3	$547K	Buy	18,069 +5	+0%	+$150	0.04%	436
2024 Q2	$537K	Sell	18,064 -8,530	-32%	-$253K	0.05%	368
2024 Q1	$792K	Buy	26,594 +21	+0.1%	+$625	0.09%	247
2023 Q4	$791K	Buy	26,573 +6,106	+30%	+$180K	0.09%	242
2023 Q3	$600K	Buy	+20,467	New	+$601K	0.1%	211

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

Kingswood Wealth Advisors's SPSB Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 0.63% in Q2 2026, selling an estimated $3.06K and leaving 16,213 shares worth $487K. The position accounts for 0.02% of the portfolio, ranked #614.

Kingswood Wealth Advisors first reported a position in SPSB in Q3 2023 and has held it in 12 quarters since. The position peaked at $792K in Q1 2024. 572 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

Kingswood Wealth Advisors held 16,213 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $487K as of Q2 2026.
Kingswood Wealth Advisors sold 102 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2026, an estimated $3.06K.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.02% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #614 holding.
Kingswood Wealth Advisors 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.
Kingswood Wealth Advisors's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $792K in Q1 2024.
572 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.