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

Lifeworks 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
Q1 		$1.58M Sell
52,647
-143
-0.3% -$4.32K 0.2% 99
2025
Q4 		$1.59M Buy
52,790
+590
+1% +$17.8K 0.21% 105
2025
Q3 		$1.58M Sell
52,200
-673
-1% -$20.3K 0.21% 106
2025
Q2 		$1.6M Buy
52,873
+2,288
+5% +$68.6K 0.24% 99
2025
Q1 		$1.52M Sell
50,585
-6,633
-12% -$199K 0.25% 94
2024
Q4 		$1.71M Buy
57,218
+754
+1% +$22.6K 0.31% 87
2024
Q3 		$1.71M Buy
56,464
+39,304
+229% +$1.18M 0.34% 87
2024
Q2 		$510K Sell
17,160
-971
-5% -$28.8K 0.14% 129
2024
Q1 		$540K Sell
18,131
-122
-0.7% -$3.63K 0.15% 124
2023
Q4 		$544K Sell
18,253
-3,419
-16% -$101K 0.19% 112
2023
Q3 		$635K Sell
21,672
-228
-1% -$6.7K 0.25% 103
2023
Q2 		$645K Sell
21,900
-21,493
-50% -$635K 0.27% 91
2023
Q1 		$1.29M Buy
43,393
+18,406
+74% +$543K 0.61% 54
2022
Q4 		$734K Buy
24,987
+2,170
+10% +$63.5K 0.41% 77
2022
Q3 		$664K Buy
22,817
+13,305
+140% +$395K 0.38% 85
2022
Q2 		$283K Buy
+9,512
New +$284K 0.18% 104

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

Lifeworks Advisors's SPSB Position: Q1 2026 in Review

Lifeworks Advisors reduced its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 0.27% in Q1 2026, selling an estimated $4.32K and leaving 52,647 shares worth $1.58M. The position accounts for 0.2% of the portfolio, ranked #99.

Lifeworks Advisors first reported a position in SPSB in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.71M in Q3 2024. 571 funds tracked by Wall St. Rank hold SPSB as of Q1 2026.

  • Lifeworks Advisors held 52,647 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $1.58M as of Q1 2026.
  • Lifeworks Advisors sold 143 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q1 2026, an estimated $4.32K.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.2% of Lifeworks Advisors's portfolio in Q1 2026, its #99 holding.
  • Lifeworks Advisors first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q2 2022 and has held it in 16 quarters since.
  • Lifeworks Advisors's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $1.71M in Q3 2024.
  • 571 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2026.

Based on Lifeworks Advisors's 13F filing for Q1 2026, filed 4 May 2026.