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

Rialto Wealth Management’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	$256K	Buy	8,534 +3,005	+54%	+$90.2K	0.05%	150
2026 Q1	$166K	Hold	5,529	–	–	0.04%	167
2025 Q4	$167K	Sell	5,529 -222	-4%	-$6.71K	0.04%	167
2025 Q3	$174K	Hold	5,751	–	–	0.04%	159
2025 Q2	$174K	Buy	5,751 +2,481	+76%	+$74.4K	0.05%	158
2025 Q1	$98.4K	Sell	3,270 -81	-2%	-$2.43K	0.03%	192
2024 Q4	$100K	Buy	+3,351	New	+$100K	0.03%	195

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

Rialto Wealth Management's SPSB Position: Q2 2026 in Review

Rialto Wealth Management increased its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 54% in Q2 2026, buying an estimated $90.2K and bringing the position to 8,534 shares worth $256K. The position accounts for 0.05% of the portfolio, ranked #150.

Rialto Wealth Management first reported a position in SPSB in Q4 2024 and has held it in 7 quarters since. 574 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

Rialto Wealth Management held 8,534 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $256K as of Q2 2026.
Rialto Wealth Management bought 3,005 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2026, an estimated $90.2K.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.05% of Rialto Wealth Management's portfolio in Q2 2026, its #150 holding.
Rialto Wealth Management first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
574 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.