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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
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
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Rialto Wealth Management's SPSB Position: Q1 2026 in Review

Rialto Wealth Management held its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) position steady in Q1 2026 at 5,529 shares worth $166K. The position accounts for 0.04% of the portfolio, ranked #167.

Rialto Wealth Management first reported a position in SPSB in Q4 2024 and has held it in 6 quarters since. The position peaked at $174K in Q3 2025. 570 funds tracked by Wall St. Rank hold SPSB as of Q1 2026.

  • Rialto Wealth Management held 5,529 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $166K as of Q1 2026.
  • Rialto Wealth Management 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 0.04% of Rialto Wealth Management's portfolio in Q1 2026, its #167 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 6 quarters since.
  • Rialto Wealth Management's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $174K in Q3 2025.
  • 570 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.