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

Lake Street Private Wealth’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 		– Sell
-12,527
Closed -$378K – 298
2025
Q4 		$378K Buy
12,527
+384
+3% +$11.6K 0.05% 200
2025
Q3 		$368K Buy
12,143
+1,057
+10% +$31.9K 0.05% 202
2025
Q2 		$335K Buy
+11,086
New +$333K 0.05% 201

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

Lake Street Private Wealth's SPSB Position: Q1 2026 in Review

Lake Street Private Wealth sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q1 2026, closing a stake of 12,527 shares — an estimated $378K sold.

Lake Street Private Wealth first reported a position in SPSB in Q2 2025 and held it in 3 quarters. The position peaked at $378K in Q4 2025. 573 funds tracked by Wall St. Rank hold SPSB as of Q1 2026.

  • Lake Street Private Wealth reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Lake Street Private Wealth sold 12,527 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q1 2026, an estimated $378K.
  • Lake Street Private Wealth first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q2 2025 and held it in 3 quarters.
  • Lake Street Private Wealth's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $378K in Q4 2025.
  • 573 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2026.

Based on Lake Street Private Wealth's 13F filing for Q1 2026, filed 13 Apr 2026.