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

Modern 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	$14.5M	Sell	483,874 -147,704	-23%	-$4.43M	0.17%	140
2026 Q1	$18.9M	Sell	631,578 -184,280	-23%	-$5.56M	0.32%	80
2025 Q4	$24.6M	Sell	815,858 -6,138	-0.7%	-$185K	0.45%	59
2025 Q3	$24.9M	Buy	821,996 +116,711	+17%	+$3.52M	0.49%	58
2025 Q2	$21.3M	Buy	705,285 +119,637	+20%	+$3.59M	0.52%	46
2025 Q1	$17.6M	Buy	585,648 +65,736	+13%	+$1.97M	0.56%	41
2024 Q4	$15.5M	Buy	519,912 +63,660	+14%	+$1.91M	0.58%	41
2024 Q3	$13.8M	Buy	+456,252	New	+$13.7M	0.85%	25

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

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

Modern Wealth Management reduced its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 23% in Q2 2026, selling an estimated $4.43M and leaving 483,874 shares worth $14.5M. The position accounts for 0.17% of the portfolio, ranked #140.

Modern Wealth Management first reported a position in SPSB in Q3 2024 and has held it in 8 quarters since. The position peaked at $24.9M in Q3 2025. 571 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

Modern Wealth Management held 483,874 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $14.5M as of Q2 2026.
Modern Wealth Management sold 147,704 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2026, an estimated $4.43M.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.17% of Modern Wealth Management's portfolio in Q2 2026, its #140 holding.
Modern Wealth Management first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q3 2024 and has held it in 8 quarters since.
Modern Wealth Management's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $24.9M in Q3 2025.
571 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

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