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

Spire 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 		$1.23K Buy
+41
New +$1.23K ﹤0.01% 2103
2025
Q2 		– Sell
-1,054
Closed -$31.7K – 2549
2025
Q1 		$31.7K Buy
1,054
+8
+0.8% +$240 ﹤0.01% 1450
2024
Q4 		$31.2K Sell
1,046
-107
-9% -$3.21K ﹤0.01% 1461
2024
Q3 		$34.9K Sell
1,153
-162
-12% -$4.86K ﹤0.01% 1250
2024
Q2 		$39.1K Buy
1,315
+175
+15% +$5.18K ﹤0.01% 1210
2024
Q1 		$34K Sell
1,140
-92
-7% -$2.74K ﹤0.01% 1345
2023
Q4 		$36.7K Buy
1,232
+17
+1% +$500 ﹤0.01% 1310
2023
Q3 		$35.6K Buy
1,215
+12
+1% +$352 ﹤0.01% 1295
2023
Q2 		$35.4K Sell
1,203
-495
-29% -$14.6K ﹤0.01% 1354
2023
Q1 		$50.3K Buy
1,698
+22
+1% +$649 ﹤0.01% 1204
2022
Q4 		$49K Buy
1,676
+10
+0.6% +$293 ﹤0.01% 1000
2022
Q3 		$49K Sell
1,666
-888
-35% -$26.4K ﹤0.01% 959
2022
Q2 		$76K Sell
2,554
-398
-13% -$11.9K ﹤0.01% 1135
2022
Q1 		$89K Buy
2,952
+4
+0.1% +$122 ﹤0.01% 1205
2021
Q4 		$91K Sell
2,948
-876
-23% -$27.2K ﹤0.01% 1440
2021
Q3 		$120K Buy
3,824
+7
+0.2% +$219 ﹤0.01% 1129
2021
Q2 		$119K Buy
3,817
+7
+0.2% +$219 ﹤0.01% 1132
2021
Q1 		$119K Buy
+3,810
New +$119K ﹤0.01% 1321

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

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

Spire Wealth Management opened a new position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q2 2026: 41 shares worth $1.23K. The stake represents ﹤0.01% of the portfolio and ranks #2103 among its holdings. This is a return to the name: Spire Wealth Management previously reported a position in SPSB as recently as Q1 2025.

Spire Wealth Management first reported a position in SPSB in Q1 2021 and has held it in 18 quarters since. The position peaked at $120K in Q3 2021. 574 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

  • Spire Wealth Management held 41 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $1.23K as of Q2 2026.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF was a new Spire Wealth Management position in Q2 2026.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #2103 holding.
  • Spire Wealth Management first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q1 2021 and has held it in 18 quarters since.
  • Spire Wealth Management's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $120K in Q3 2021.
  • 574 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.