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

SeaCrest 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 		$1.12M Hold
37,199
– – 0.12% 151
2026
Q1 		$1.12M Hold
37,199
– – 0.12% 171
2025
Q4 		$1.12M Sell
37,199
-170
-0.5% -$5.14K 0.11% 169
2025
Q3 		$1.13M Hold
37,369
– – 0.12% 160
2025
Q2 		$1.13M Hold
37,369
– – 0.12% 157
2025
Q1 		$1.12M Sell
37,369
-4,500
-11% -$135K 0.13% 155
2024
Q4 		$1.25M Sell
41,869
-10
-0% -$300 0.13% 146
2024
Q3 		$1.27M Sell
41,879
-500
-1% -$15K 0.14% 141
2024
Q2 		$1.26M Sell
42,379
-926
-2% -$27.4K 0.14% 137
2024
Q1 		$1.29M Sell
43,305
-254
-0.6% -$7.56K 0.16% 137
2023
Q4 		$1.29M Sell
43,559
-5,105
-10% -$150K 0.16% 129
2023
Q3 		$1.43M Sell
48,664
-50
-0.1% -$1.47K 0.19% 110
2023
Q2 		$1.43M Sell
48,714
-174
-0.4% -$5.14K 0.18% 115
2023
Q1 		$1.45M Hold
48,888
– – 0.2% 109
2022
Q4 		$1.44M Sell
48,888
-484
-1% -$14.2K 0.21% 102
2022
Q3 		$1.44M Sell
49,372
-13,753
-22% -$408K 0.22% 91
2022
Q2 		$1.88M Hold
63,125
– – 0.24% 74
2022
Q1 		$1.9M Sell
63,125
-2,880
-4% -$87.9K 0.22% 87
2021
Q4 		$2.04M Sell
66,005
-1,633
-2% -$50.7K 0.22% 82
2021
Q3 		$2.11M Sell
67,638
-549
-0.8% -$17.2K 0.26% 75
2021
Q2 		$2.13M Sell
68,187
-6,047
-8% -$189K 0.26% 77
2021
Q1 		$2.32M Sell
74,234
-1,806
-2% -$56.6K 0.31% 67
2020
Q4 		$2.39M Buy
76,040
+53,068
+231% +$1.66M 0.34% 61
2020
Q3 		$721K Buy
22,972
+1,600
+7% +$50.2K 0.12% 193
2020
Q2 		$670K Sell
21,372
-412
-2% -$12.8K 0.12% 200
2020
Q1 		$659K Sell
21,784
-6,018
-22% -$184K 0.14% 166
2019
Q4 		$857K Buy
27,802
+175
+0.6% +$5.39K 0.14% 166
2019
Q3 		$852K Buy
+27,627
New +$850K 0.16% 160
2019
Q2 		– Sell
-1,111
Closed -$34K – 1657
2019
Q1 		$34K Hold
1,111
– – 0.01% 1075
2018
Q4 		$33K Hold
1,111
– – 0.01% 1048
2018
Q3 		$34K Hold
1,111
– – 0.01% 1165
2018
Q2 		$34K Hold
1,111
– – 0.01% 1144
2018
Q1 		$34K Hold
1,111
– – 0.01% 1117
2017
Q4 		$34K Buy
+1,111
New +$33.9K 0.01% 1126

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

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

SeaCrest Wealth Management held its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) position steady in Q2 2026 at 37,199 shares worth $1.12M. The position accounts for 0.12% of the portfolio, ranked #151.

SeaCrest Wealth Management first reported a position in SPSB in Q4 2017 and has held it in 34 quarters since. The position peaked at $2.39M in Q4 2020. 571 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

  • SeaCrest Wealth Management held 37,199 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $1.12M as of Q2 2026.
  • SeaCrest Wealth Management left its State Street SPDR Portfolio Short Term Corporate Bond ETF share count unchanged in Q2 2026.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.12% of SeaCrest Wealth Management's portfolio in Q2 2026, its #151 holding.
  • SeaCrest Wealth Management first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2017 and has held it in 34 quarters since.
  • SeaCrest Wealth Management's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $2.39M in Q4 2020.
  • 571 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

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