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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
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
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

Medallion Wealth Advisors's SPSB Position: Q1 2026 in Review

Medallion Wealth Advisors reduced its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 42% in Q1 2026, selling an estimated $4.47K and leaving 207 shares worth $6.21K. The position accounts for ﹤0.01% of the portfolio, ranked #836.

Medallion Wealth Advisors first reported a position in SPSB in Q4 2024 and has held it in 6 quarters since. The position peaked at $10.7K in Q3 2025. 571 funds tracked by Wall St. Rank hold SPSB as of Q1 2026.

  • Medallion Wealth Advisors held 207 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $6.21K as of Q1 2026.
  • Medallion Wealth Advisors sold 148 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q1 2026, an estimated $4.47K.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #836 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 6 quarters since.
  • Medallion Wealth Advisors's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $10.7K in Q3 2025.
  • 571 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.