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

Medallion Wealth 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 Q2	$6.22K	Hold	207	–	–	﹤0.01%	820
2026 Q1	$6.21K	Sell	207 -148	-42%	-$4.47K	﹤0.01%	836
2025 Q4	$10.7K	Buy	355 +1	+0.3%	+$30	﹤0.01%	737
2025 Q3	$10.7K	Buy	354 +1	+0.3%	+$30	﹤0.01%	735
2025 Q2	$10.6K	Buy	353 +59	+20%	+$1.77K	﹤0.01%	729
2025 Q1	$8.81K	Buy	294 +1	+0.3%	+$30	﹤0.01%	702
2024 Q4	$8.76K	Buy	+293	New	+$8.78K	﹤0.01%	686

Other funds holding SPSB

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Medallion Wealth Advisors's SPSB Position: Q2 2026 in Review

Medallion Wealth Advisors held its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) position steady in Q2 2026 at 207 shares worth $6.22K. The position accounts for ﹤0.01% of the portfolio, ranked #820.

Medallion Wealth Advisors first reported a position in SPSB in Q4 2024 and has held it in 7 quarters since. The position peaked at $10.7K in Q3 2025. 576 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

Medallion Wealth Advisors held 207 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $6.22K as of Q2 2026.
Medallion Wealth Advisors left its State Street SPDR Portfolio Short Term Corporate Bond ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #820 holding.
Medallion Wealth Advisors first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
Medallion Wealth Advisors's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $10.7K in Q3 2025.
576 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.