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

Parcion Private 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 Q1	$4.38M	Buy	145,688 +6,880	+5%	+$208K	0.27%	70
2025 Q4	$4.19M	Buy	138,808 +1,123	+0.8%	+$33.9K	0.26%	75
2025 Q3	$4.17M	Sell	137,685 -2,625	-2%	-$79.2K	0.26%	72
2025 Q2	$4.24M	Buy	140,310 +12,908	+10%	+$387K	0.3%	67
2025 Q1	$3.83M	Buy	127,402 +1,685	+1%	+$50.5K	0.31%	68
2024 Q4	$3.75M	Sell	125,717 -7,052	-5%	-$211K	0.29%	71
2024 Q3	$4.02M	Buy	132,769 +36,554	+38%	+$1.1M	0.33%	62
2024 Q2	$2.86M	Sell	96,215 -24,458	-20%	-$725K	0.26%	72
2024 Q1	$3.59M	Buy	120,673 +36,537	+43%	+$1.09M	0.32%	65
2023 Q4	$2.51M	Sell	84,136 -82,374	-49%	-$2.42M	0.23%	78
2023 Q3	$4.88M	Buy	166,510 +26,046	+19%	+$765K	0.51%	45
2023 Q2	$4.14M	Sell	140,464 -1,837	-1%	-$54.2K	0.42%	59
2023 Q1	$4.22M	Buy	142,301 +26,219	+23%	+$773K	0.44%	52
2022 Q4	$3.41M	Buy	+116,082	New	+$3.4M	0.37%	56
2021 Q3	–	Sell	-9,635	Closed	-$302K	–	207
2021 Q2	$302K	Buy	+9,635	New	+$302K	0.03%	163

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

Parcion Private Wealth's SPSB Position: Q1 2026 in Review

Parcion Private Wealth increased its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 5% in Q1 2026, buying an estimated $208K and bringing the position to 145,688 shares worth $4.38M. The position accounts for 0.27% of the portfolio, ranked #70.

Parcion Private Wealth first reported a position in SPSB in Q2 2021 and has held it in 15 quarters since. The position peaked at $4.88M in Q3 2023. 571 funds tracked by Wall St. Rank hold SPSB as of Q1 2026.

Parcion Private Wealth held 145,688 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $4.38M as of Q1 2026.
Parcion Private Wealth bought 6,880 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q1 2026, an estimated $208K.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.27% of Parcion Private Wealth's portfolio in Q1 2026, its #70 holding.
Parcion Private Wealth first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q2 2021 and has held it in 15 quarters since.
Parcion Private Wealth's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $4.88M in Q3 2023.
571 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2026.

Based on Parcion Private Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.