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

SpringVest 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 		$461K Sell
15,364
-1,536
-9% -$46.1K 0.29% 48
2026
Q1 		$508K Buy
16,900
+1,553
+10% +$46.9K 0.35% 41
2025
Q4 		$463K Sell
15,347
-8,588
-36% -$260K 0.32% 44
2025
Q3 		$725K Sell
23,935
-37
-0.2% -$1.12K 0.53% 28
2025
Q2 		$724K Buy
23,972
+296
+1% +$8.88K 0.59% 28
2025
Q1 		$713K Buy
23,676
+1,036
+5% +$31K 0.59% 28
2024
Q4 		$676K Buy
+22,640
New +$679K 0.58% 30

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

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

SpringVest Wealth Management reduced its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 9.1% in Q2 2026, selling an estimated $46.1K and leaving 15,364 shares worth $461K. The position accounts for 0.29% of the portfolio, ranked #48.

SpringVest Wealth Management first reported a position in SPSB in Q4 2024 and has held it in 7 quarters since. The position peaked at $725K in Q3 2025. 574 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

  • SpringVest Wealth Management held 15,364 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $461K as of Q2 2026.
  • SpringVest Wealth Management sold 1,536 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2026, an estimated $46.1K.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.29% of SpringVest Wealth Management's portfolio in Q2 2026, its #48 holding.
  • SpringVest Wealth Management first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • SpringVest Wealth Management's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $725K 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 SpringVest Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.