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

Simplicity 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	$246K	Buy	8,181 +103	+1%	+$3.11K	0.01%	657
2025 Q4	$244K	Sell	8,078 -91	-1%	-$2.75K	0.01%	618
2025 Q3	$247K	Sell	8,169 -8,551	-51%	-$258K	0.01%	613
2025 Q2	$505K	Buy	16,720 +9,090	+119%	+$273K	0.02%	454
2025 Q1	$230K	Buy	+7,630	New	+$229K	0.02%	484
2024 Q4	–	Sell	-8,227	Closed	-$249K	–	487
2024 Q3	$249K	Sell	8,227 -2,755	-25%	-$82.7K	0.02%	423
2024 Q2	$326K	Buy	10,982 +361	+3%	+$10.7K	0.01%	918
2024 Q1	$316K	Buy	10,621 +441	+4%	+$13.1K	0.01%	897
2023 Q4	$303K	Buy	10,180 +1,870	+23%	+$55K	0.12%	139
2023 Q3	$244K	Sell	8,310 -12,605	-60%	-$370K	0.14%	78
2023 Q2	$616K	Buy	+20,915	New	+$617K	0.38%	43

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

Simplicity Wealth's SPSB Position: Q1 2026 in Review

Simplicity Wealth increased its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 1.3% in Q1 2026, buying an estimated $3.11K and bringing the position to 8,181 shares worth $246K. The position accounts for 0.01% of the portfolio, ranked #657.

Simplicity Wealth first reported a position in SPSB in Q2 2023 and has held it in 11 quarters since. The position peaked at $616K in Q2 2023. 570 funds tracked by Wall St. Rank hold SPSB as of Q1 2026.

Simplicity Wealth held 8,181 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $246K as of Q1 2026.
Simplicity Wealth bought 103 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q1 2026, an estimated $3.11K.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.01% of Simplicity Wealth's portfolio in Q1 2026, its #657 holding.
Simplicity Wealth first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q2 2023 and has held it in 11 quarters since.
Simplicity Wealth's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $616K in Q2 2023.
570 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.