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

Stone Summit 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
Q2 		$2.17M Buy
72,212
+52,212
+261% +$1.57M 0.55% 54
2026
Q1 		$601K Buy
+20,000
New +$604K 0.17% 83
2025
Q2 		– Sell
-20,840
Closed -$627K – 144
2025
Q1 		$627K Sell
20,840
-1,181
-5% -$35.4K 0.21% 81
2024
Q4 		$658K Sell
22,021
-350
-2% -$10.5K 0.22% 83
2024
Q3 		$677K Hold
22,371
– – 0.22% 83
2024
Q2 		$664K Sell
22,371
-362
-2% -$10.7K 0.24% 78
2024
Q1 		$677K Sell
22,733
-699
-3% -$20.8K 0.24% 84
2023
Q4 		$698K Sell
23,432
-4,150
-15% -$122K 0.27% 81
2023
Q3 		$809K Sell
27,582
-1,074
-4% -$31.5K 0.35% 75
2023
Q2 		$844K Buy
28,656
+856
+3% +$25.3K 0.35% 75
2023
Q1 		$824K Buy
27,800
+125
+0.5% +$3.69K 0.37% 72
2022
Q4 		$813K Sell
27,675
-1,100
-4% -$32.2K 0.4% 70
2022
Q3 		$841K Sell
28,775
-1,434
-5% -$42.6K 0.52% 58
2022
Q2 		$898K Sell
30,209
-5,023
-14% -$150K 0.54% 60
2022
Q1 		$1.06M Sell
35,232
-6,270
-15% -$191K 0.59% 55
2021
Q4 		$1.28M Buy
+41,502
New +$1.29M 1.04% 36

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

Stone Summit Wealth's SPSB Position: Q2 2026 in Review

Stone Summit Wealth increased its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 261% in Q2 2026, buying an estimated $1.57M and bringing the position to 72,212 shares worth $2.17M. The position accounts for 0.55% of the portfolio, ranked #54.

Stone Summit Wealth first reported a position in SPSB in Q4 2021 and has held it in 16 quarters since. 572 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

  • Stone Summit Wealth held 72,212 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $2.17M as of Q2 2026.
  • Stone Summit Wealth bought 52,212 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2026, an estimated $1.57M.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.55% of Stone Summit Wealth's portfolio in Q2 2026, its #54 holding.
  • Stone Summit Wealth first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2021 and has held it in 16 quarters since.
  • 572 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on Stone Summit Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.