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

NewEdge Wealth’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	$747K	Buy	24,899 +1,072	+4%	+$32.2K	0.01%	737
2026 Q1	$716K	Sell	23,827 -1	-0%	-$30	0.01%	711
2025 Q4	$720K	Sell	23,828 -496	-2%	-$15K	0.01%	717
2025 Q3	$733K	Buy	+24,324	New	+$734K	0.01%	642
2023 Q2	–	Sell	-73,076	Closed	-$2.17M	–	662
2023 Q1	$2.17M	Buy	+73,076	New	+$2.16M	0.08%	209

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

NewEdge Wealth's SPSB Position: Q2 2026 in Review

NewEdge Wealth increased its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 4.5% in Q2 2026, buying an estimated $32.2K and bringing the position to 24,899 shares worth $747K. The position accounts for 0.01% of the portfolio, ranked #737.

NewEdge Wealth first reported a position in SPSB in Q1 2023 and has held it in 5 quarters since. The position peaked at $2.17M in Q1 2023. 574 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

NewEdge Wealth held 24,899 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $747K as of Q2 2026.
NewEdge Wealth bought 1,072 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2026, an estimated $32.2K.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.01% of NewEdge Wealth's portfolio in Q2 2026, its #737 holding.
NewEdge Wealth first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q1 2023 and has held it in 5 quarters since.
NewEdge Wealth's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $2.17M in Q1 2023.
574 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.