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

Lodestone 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 		$65.3K Sell
2,176
-2,024
-48% -$60.7K 0.02% 285
2026
Q1 		$126K Hold
4,200
– – 0.05% 199
2025
Q4 		$127K Buy
+4,200
New +$127K 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

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

Lodestone Wealth Management reduced its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 48% in Q2 2026, selling an estimated $60.7K and leaving 2,176 shares worth $65.3K. The position accounts for 0.02% of the portfolio, ranked #285.

Lodestone Wealth Management first reported a position in SPSB in Q4 2025 and has held it in 3 quarters since. The position peaked at $127K in Q4 2025. 571 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

  • Lodestone Wealth Management held 2,176 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $65.3K as of Q2 2026.
  • Lodestone Wealth Management sold 2,024 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2026, an estimated $60.7K.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.02% of Lodestone Wealth Management's portfolio in Q2 2026, its #285 holding.
  • Lodestone Wealth Management first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Lodestone Wealth Management's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $127K in Q4 2025.
  • 571 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.