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

Sax 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	$1.09M	Sell	36,358 -346	-0.9%	-$10.4K	0.04%	216
2026 Q1	$1.11M	Hold	36,704	–	–	0.05%	181
2025 Q4	$1.11M	Buy	+36,704	New	+$1.11M	0.05%	188

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

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

Sax Wealth Advisors reduced its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 0.94% in Q2 2026, selling an estimated $10.4K and leaving 36,358 shares worth $1.09M. The position accounts for 0.04% of the portfolio, ranked #216.

Sax Wealth Advisors first reported a position in SPSB in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.11M in Q1 2026. 571 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

Sax Wealth Advisors held 36,358 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $1.09M as of Q2 2026.
Sax Wealth Advisors sold 346 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2026, an estimated $10.4K.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.04% of Sax Wealth Advisors's portfolio in Q2 2026, its #216 holding.
Sax Wealth Advisors first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
Sax Wealth Advisors's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $1.11M in Q1 2026.
571 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.