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

Marion 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 		$485K Buy
16,167
+4
+0% +$120 0.1% 102
2026
Q1 		$486K Buy
16,163
+3
+0% +$91 0.11% 94
2025
Q4 		$489K Buy
16,160
+5
+0% +$151 0.11% 94
2025
Q3 		$489K Buy
16,155
+3
+0% +$90 0.12% 94
2025
Q2 		$488K Sell
16,152
-295
-2% -$8.85K 0.12% 93
2025
Q1 		$495K Sell
16,447
-1,980
-11% -$59.3K 0.13% 89
2024
Q4 		$550K Buy
18,427
+304
+2% +$9.11K 0.15% 89
2024
Q3 		$549K Buy
18,123
+4
+0% +$120 0.15% 87
2024
Q2 		$538K Buy
18,119
+4
+0% +$119 0.16% 87
2024
Q1 		$539K Sell
18,115
-865
-5% -$25.7K 0.16% 86
2023
Q4 		$565K Sell
18,980
-43,071
-69% -$1.27M 0.18% 81
2023
Q3 		$1.82M Sell
62,051
-9,423
-13% -$277K 0.64% 39
2023
Q2 		$2.1M Sell
71,474
-1,925
-3% -$56.8K 0.75% 33
2023
Q1 		$2.17M Sell
73,399
-14,381
-16% -$424K 0.81% 27
2022
Q4 		$2.58M Sell
87,780
-486,851
-85% -$14.2M 1.09% 23
2022
Q3 		$16.8M Buy
574,631
+20,621
+4% +$612K 8.62% 2
2022
Q2 		$16.5M Buy
554,010
+222,980
+67% +$6.66M 8.63% 2
2022
Q1 		$9.97M Buy
331,030
+3,979
+1% +$121K 4.87% 2
2021
Q4 		$10.1M Buy
+327,051
New +$10.2M 4.8% 2

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

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

Marion Wealth Management increased its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 0.02% in Q2 2026, buying an estimated $120 and bringing the position to 16,167 shares worth $485K. The position accounts for 0.1% of the portfolio, ranked #102.

Marion Wealth Management first reported a position in SPSB in Q4 2021 and has held it in 19 quarters since. The position peaked at $16.8M in Q3 2022. 572 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

  • Marion Wealth Management held 16,167 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $485K as of Q2 2026.
  • Marion Wealth Management bought 4 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2026, an estimated $120.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.1% of Marion Wealth Management's portfolio in Q2 2026, its #102 holding.
  • Marion Wealth Management first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • Marion Wealth Management's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $16.8M in Q3 2022.
  • 572 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on Marion Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.