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 Q2	$5.55K	Hold	185	–	–	﹤0.01%	690
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 $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

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

SOA Wealth Advisors held its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) position steady in Q2 2026 at 185 shares worth $5.55K. The position accounts for ﹤0.01% of the portfolio, ranked #690.

SOA Wealth Advisors first reported a position in SPSB in Q4 2020 and has held it in 23 quarters since. The position peaked at $5.6K in Q3 2025. 574 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

SOA Wealth Advisors held 185 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $5.55K as of Q2 2026.
SOA Wealth Advisors 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 ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #690 holding.
SOA Wealth Advisors first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2020 and has held it in 23 quarters since.
SOA Wealth Advisors's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $5.6K in Q3 2025.
574 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.