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AFFINITY WEALTH LLC’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

AFFINITY WEALTH LLC’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 		– Sell
-1,804
Closed -$54.5K – 63
2025
Q4 		$54.5K Buy
1,804
+20
+1% +$604 0.04% 20
2025
Q3 		$54K Hold
1,784
– – 0.04% 20
2025
Q2 		$53.9K Buy
+1,784
New +$53.5K 0.05% 19

Other funds holding SPSB

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

AFFINITY WEALTH LLC's SPSB Position: Q1 2026 in Review

AFFINITY WEALTH LLC sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q1 2026, closing a stake of 1,804 shares — an estimated $54.5K sold.

AFFINITY WEALTH LLC first reported a position in SPSB in Q2 2025 and held it in 3 quarters. The position peaked at $54.5K in Q4 2025. 573 funds tracked by Wall St. Rank hold SPSB as of Q1 2026.

  • AFFINITY WEALTH LLC reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • AFFINITY WEALTH LLC sold 1,804 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q1 2026, an estimated $54.5K.
  • AFFINITY WEALTH LLC first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q2 2025 and held it in 3 quarters.
  • AFFINITY WEALTH LLC's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $54.5K in Q4 2025.
  • 573 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2026.

Based on AFFINITY WEALTH LLC's 13F filing for Q1 2026, filed 26 Aug 2026.