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

Octavia Wealth Advisors’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 		– Sell
-7,206
Closed -$217K – 249
2026
Q1 		$217K Sell
7,206
-2,038
-22% -$61.5K 0.02% 214
2025
Q4 		$279K Sell
9,244
-268
-3% -$8.1K 0.03% 196
2025
Q3 		$288K Buy
+9,512
New +$287K 0.03% 200
2025
Q2 		– Sell
-9,452
Closed -$285K – 240
2025
Q1 		$285K Hold
9,452
– – 0.03% 170
2024
Q4 		$282K Hold
9,452
– – 0.03% 177
2024
Q3 		$286K Hold
9,452
– – 0.04% 171
2024
Q2 		$281K Buy
+9,452
New +$280K 0.04% 175
2024
Q1 		– Sell
-9,452
Closed -$281K – 234
2023
Q4 		$281K Sell
9,452
-353
-4% -$10.4K 0.05% 178
2023
Q3 		$287K Sell
9,805
-120
-1% -$3.52K 0.06% 152
2023
Q2 		$292K Buy
9,925
+2,652
+36% +$78.3K 0.06% 142
2023
Q1 		$216K Sell
7,273
-5,752
-44% -$170K 0.05% 171
2022
Q4 		$383K Sell
13,025
-3,083
-19% -$90.2K 0.09% 114
2022
Q3 		$471K Sell
16,108
-195
-1% -$5.79K 0.13% 90
2022
Q2 		$486K Sell
16,303
-451
-3% -$13.5K 0.13% 93
2022
Q1 		$505K Sell
16,754
-224
-1% -$6.83K 0.11% 98
2021
Q4 		$526K Buy
16,978
+1,319
+8% +$41K 0.11% 100
2021
Q3 		$489K Hold
15,659
– – 0.13% 96
2021
Q2 		$490K Sell
15,659
-1,634
-9% -$51.2K 0.13% 97
2021
Q1 		$541K Buy
17,293
+120
+0.7% +$3.76K 0.16% 85
2020
Q4 		$539K Buy
+17,173
New +$539K 0.18% 89

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Octavia Wealth Advisors's SPSB Position: Q2 2026 in Review

Octavia Wealth Advisors sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q2 2026, closing a stake of 7,206 shares — an estimated $217K sold.

Octavia Wealth Advisors first reported a position in SPSB in Q4 2020 and held it in 20 quarters. The position peaked at $541K in Q1 2021. 571 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

  • Octavia Wealth Advisors reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Octavia Wealth Advisors sold 7,206 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2026, an estimated $217K.
  • Octavia Wealth Advisors first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2020 and held it in 20 quarters.
  • Octavia Wealth Advisors's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $541K in Q1 2021.
  • 571 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on Octavia Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.