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

Oak Harbor Wealth Partners’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	$14.6K	Hold	484	–	–	﹤0.01%	253
2025 Q4	$14.6K	Hold	484	–	–	﹤0.01%	246
2025 Q3	$14.7K	Hold	484	–	–	﹤0.01%	233
2025 Q2	$14.6K	Hold	484	–	–	﹤0.01%	227
2025 Q1	$14.6K	Hold	484	–	–	﹤0.01%	234
2024 Q4	$14.5K	Sell	484 -1,000	-67%	-$30K	﹤0.01%	212
2024 Q3	$44.9K	Hold	1,484	–	–	0.01%	193
2024 Q2	$44.1K	Hold	1,484	–	–	0.01%	188
2024 Q1	$44.2K	Hold	1,484	–	–	0.01%	195
2023 Q4	$44.2K	Hold	1,484	–	–	0.01%	193
2023 Q3	$43.5K	Hold	1,484	–	–	0.02%	191
2023 Q2	$43.7K	Hold	1,484	–	–	0.01%	196
2023 Q1	$44K	Hold	1,484	–	–	0.02%	188
2022 Q4	$43.6K	Hold	1,484	–	–	0.02%	183
2022 Q3	$43K	Sell	1,484 -900	-38%	-$26.7K	0.02%	178
2022 Q2	$71K	Hold	2,384	–	–	0.03%	170
2022 Q1	$72K	Hold	2,384	–	–	0.02%	184
2021 Q4	$74K	Buy	+2,384	New	+$74.1K	0.03%	190

Other funds holding SPSB

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Oak Harbor Wealth Partners's SPSB Position: Q1 2026 in Review

Oak Harbor Wealth Partners held its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) position steady in Q1 2026 at 484 shares worth $14.6K. The position accounts for ﹤0.01% of the portfolio, ranked #253.

Oak Harbor Wealth Partners first reported a position in SPSB in Q4 2021 and has held it in 18 quarters since. The position peaked at $74K in Q4 2021. 570 funds tracked by Wall St. Rank hold SPSB as of Q1 2026.

Oak Harbor Wealth Partners held 484 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $14.6K as of Q1 2026.
Oak Harbor Wealth Partners left its State Street SPDR Portfolio Short Term Corporate Bond ETF share count unchanged in Q1 2026.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up ﹤0.01% of Oak Harbor Wealth Partners's portfolio in Q1 2026, its #253 holding.
Oak Harbor Wealth Partners first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2021 and has held it in 18 quarters since.
Oak Harbor Wealth Partners's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $74K in Q4 2021.
570 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.