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

McMill 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 Q1	–	Sell	-99,244	Closed	-$3M	–	80
2025 Q4	$3M	Buy	99,244 +462	+0.5%	+$14K	0.84%	22
2025 Q3	$2.99M	Buy	98,782 +13,149	+15%	+$397K	0.85%	22
2025 Q2	$2.58M	Buy	85,633 +5,679	+7%	+$170K	0.86%	23
2025 Q1	$2.41M	Sell	79,954 -1,118	-1%	-$33.5K	0.87%	22
2024 Q4	$2.42M	Buy	+81,072	New	+$2.43M	0.98%	21

Other funds holding SPSB

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

McMill Wealth Management's SPSB Position: Q1 2026 in Review

McMill Wealth Management sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q1 2026, closing a stake of 99,244 shares — an estimated $3M sold.

McMill Wealth Management first reported a position in SPSB in Q4 2024 and held it in 5 quarters. The position peaked at $3M in Q4 2025. 571 funds tracked by Wall St. Rank hold SPSB as of Q1 2026.

McMill Wealth Management reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
McMill Wealth Management sold 99,244 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q1 2026, an estimated $3M.
McMill Wealth Management first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2024 and held it in 5 quarters.
McMill Wealth Management's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $3M in Q4 2025.
571 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2026.

Based on McMill Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.