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SWA
SOA Wealth Advisors’s
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
Stock Holding History
SOA 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
Q1
$5.56K
Hold
185
–
–
﹤0.01%
645
2025
Q4
$5.59K
Hold
185
–
–
﹤0.01%
656
2025
Q3
$5.6K
Hold
185
–
–
﹤0.01%
663
2025
Q2
$5.58K
Hold
185
–
–
﹤0.01%
645
2025
Q1
$5.57K
Hold
185
–
–
﹤0.01%
624
2024
Q4
$5.52K
Hold
185
–
–
﹤0.01%
609
2024
Q3
$5.6K
Hold
185
–
–
﹤0.01%
597
2024
Q2
$5.5K
Hold
185
–
–
﹤0.01%
598
2024
Q1
$5.51K
Hold
185
–
–
﹤0.01%
607
2023
Q4
$5.51K
Hold
185
–
–
﹤0.01%
587
2023
Q3
$5.42K
Hold
185
–
–
﹤0.01%
607
2023
Q2
$5.45K
Hold
185
–
–
﹤0.01%
613
2023
Q1
$5.48K
Hold
185
–
–
﹤0.01%
611
2022
Q4
$5.43K
Hold
185
–
–
﹤0.01%
615
2022
Q3
$5K
Hold
185
–
–
﹤0.01%
612
2022
Q2
$5K
Hold
185
–
–
﹤0.01%
595
2022
Q1
$5K
Hold
185
–
–
﹤0.01%
696
2021
Q4
$5K
Hold
185
–
–
﹤0.01%
668
2021
Q3
$5K
Hold
185
–
–
﹤0.01%
692
2021
Q2
$5K
Hold
185
–
–
﹤0.01%
677
2021
Q1
$5K
Hold
185
–
–
﹤0.01%
632
2020
Q4
$5K
Buy
+185
New
+$5.8K
﹤0.01%
614
Other funds holding SPSB
Creative Planning
Overland Park, Kansas
$147B AUM
18.73%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
VA
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
AA
Advisory Alpha
Holland, Michigan
$3.66B AUM
14.99%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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