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

SkyOak 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 		$286K Hold
9,502
– – 0.05% 187
2025
Q4 		$287K Hold
9,502
– – 0.05% 189
2025
Q3 		$288K Hold
9,502
– – 0.05% 194
2025
Q2 		$287K Hold
9,502
– – 0.06% 182
2025
Q1 		$286K Hold
9,502
– – 0.06% 178
2024
Q4 		$284K Hold
9,502
– – 0.06% 184
2024
Q3 		$288K Hold
9,502
– – 0.06% 177
2024
Q2 		$282K Sell
9,502
-207
-2% -$6.13K 0.07% 185
2024
Q1 		$289K Hold
9,709
– – 0.07% 196
2023
Q4 		$289K Sell
9,709
-1,000
-9% -$29.4K 0.08% 190
2023
Q3 		$314K Sell
10,709
-600
-5% -$17.6K 0.09% 157
2023
Q2 		$333K Sell
11,309
-10,692
-49% -$316K 0.09% 156
2023
Q1 		$652K Sell
22,001
-470
-2% -$13.9K 0.2% 100
2022
Q4 		$660K Hold
22,471
– – 0.22% 97
2022
Q3 		$657K Sell
22,471
-101
-0.4% -$3K 0.24% 98
2022
Q2 		$671K Sell
22,572
-10,402
-32% -$311K 0.23% 96
2022
Q1 		$994K Sell
32,974
-1,518
-4% -$46.3K 0.28% 86
2021
Q4 		$1.07M Sell
34,492
-1,948
-5% -$60.5K 0.27% 84
2021
Q3 		$1.14M Sell
36,440
-3,500
-9% -$109K 0.31% 76
2021
Q2 		$1.25M Hold
39,940
– – 0.33% 72
2021
Q1 		$1.25M Sell
39,940
-2,963
-7% -$92.9K 0.35% 72
2020
Q4 		$1.35M Sell
42,903
-10,714
-20% -$336K 0.42% 68
2020
Q3 		$1.68M Buy
53,617
+7,393
+16% +$232K 0.6% 49
2020
Q2 		$1.45M Sell
46,224
-7,475
-14% -$232K 0.53% 52
2020
Q1 		$1.62M Sell
53,699
-858
-2% -$26.2K 0.83% 33
2019
Q4 		$1.68M Buy
+54,557
New +$1.68M 0.52% 48

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

SkyOak Wealth's SPSB Position: Q1 2026 in Review

SkyOak Wealth held its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) position steady in Q1 2026 at 9,502 shares worth $286K. The position accounts for 0.05% of the portfolio, ranked #187.

SkyOak Wealth first reported a position in SPSB in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.68M in Q4 2019. 570 funds tracked by Wall St. Rank hold SPSB as of Q1 2026.

  • SkyOak Wealth held 9,502 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $286K as of Q1 2026.
  • SkyOak Wealth 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 0.05% of SkyOak Wealth's portfolio in Q1 2026, its #187 holding.
  • SkyOak Wealth first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2019 and has held it in 26 quarters since.
  • SkyOak Wealth's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $1.68M in Q4 2019.
  • 570 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2026.

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