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

MGB 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
2025 Q4	$92.3K	Buy	3,056 +206	+7%	+$6.22K	0.03%	250
2025 Q3	$86.3K	Hold	2,850	–	–	0.02%	256
2025 Q2	$86K	Hold	2,850	–	–	0.03%	247
2025 Q1	$85.8K	Hold	2,850	–	–	0.03%	235
2024 Q4	$85.1K	Hold	2,850	–	–	0.03%	228
2024 Q3	$86.3K	Hold	2,850	–	–	0.03%	222
2024 Q2	$85K	Hold	2,850	–	–	0.03%	222
2024 Q1	$84.8K	Sell	2,850 -1,300	-31%	-$38.7K	0.03%	212
2023 Q4	$124K	Buy	+4,150	New	+$122K	0.06%	194

Other funds holding SPSB

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

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

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

MGB Wealth Management's SPSB Position: Q4 2025 in Review

MGB Wealth Management increased its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 7.2% in Q4 2025, buying an estimated $6.22K and bringing the position to 3,056 shares worth $92.3K. The position accounts for 0.03% of the portfolio, ranked #250.

MGB Wealth Management first reported a position in SPSB in Q4 2023 and has held it in 9 quarters since. The position peaked at $124K in Q4 2023. 564 funds tracked by Wall St. Rank hold SPSB as of Q4 2025.

MGB Wealth Management held 3,056 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $92.3K as of Q4 2025.
MGB Wealth Management bought 206 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q4 2025, an estimated $6.22K.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.03% of MGB Wealth Management's portfolio in Q4 2025, its #250 holding.
MGB Wealth Management first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2023 and has held it in 9 quarters since.
MGB Wealth Management's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $124K in Q4 2023.
564 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.