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Money Concepts Capital’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Money Concepts Capital’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 		$7.68M Buy
255,287
+7,892
+3% +$238K 0.42% 49
2025
Q4 		$7.47M Buy
247,395
+11,574
+5% +$350K 0.42% 47
2025
Q3 		$7.14M Buy
235,821
+14,582
+7% +$440K 0.44% 43
2025
Q2 		$6.68M Sell
221,239
-7,013
-3% -$210K 0.45% 48
2025
Q1 		$6.87M Sell
228,252
-18,253
-7% -$547K 0.51% 44
2024
Q4 		$7.36M Buy
246,505
+4,408
+2% +$132K 0.55% 37
2024
Q3 		$7.33M Buy
242,097
+5,503
+2% +$165K 0.56% 38
2024
Q2 		$7.03M Buy
236,594
+97
+0% +$2.87K 0.59% 36
2024
Q1 		$7.04M Buy
+236,497
New +$7.04M 0.65% 39
2023
Q3 		– Sell
-17,755
Closed -$523K – 379
2023
Q2 		$523K Buy
17,755
+10,803
+155% +$319K 0.05% 246
2023
Q1 		$200K Sell
6,952
-6,168
-47% -$182K 0.01% 409
2022
Q4 		$385K Sell
13,120
-107
-0.8% -$3.13K 0.02% 496
2022
Q3 		$386K Sell
13,227
-486
-4% -$14.4K 0.02% 329
2022
Q2 		$409K Sell
13,713
-281
-2% -$8.4K 0.04% 311
2022
Q1 		$422K Sell
13,994
-398
-3% -$12.1K 0.02% 490
2021
Q4 		$446K Buy
+14,392
New +$447K 0.04% 333
2021
Q1 		$3.53M Sell
112,680
-4,231
-4% -$133K 0.28% 86
2020
Q4 		$3.67M Buy
+116,911
New +$3.67M 0.34% 79

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

Money Concepts Capital's SPSB Position: Q1 2026 in Review

Money Concepts Capital increased its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 3.2% in Q1 2026, buying an estimated $238K and bringing the position to 255,287 shares worth $7.68M. The position accounts for 0.42% of the portfolio, ranked #49.

Money Concepts Capital first reported a position in SPSB in Q4 2020 and has held it in 18 quarters since. 571 funds tracked by Wall St. Rank hold SPSB as of Q1 2026.

  • Money Concepts Capital held 255,287 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $7.68M as of Q1 2026.
  • Money Concepts Capital bought 7,892 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q1 2026, an estimated $238K.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.42% of Money Concepts Capital's portfolio in Q1 2026, its #49 holding.
  • Money Concepts Capital first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2020 and has held it in 18 quarters since.
  • 571 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2026.

Based on Money Concepts Capital's 13F filing for Q1 2026, filed 30 Apr 2026.