SWTS
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Stonehaven Wealth & Tax Solutions’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Stonehaven Wealth & Tax Solutions’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 		$420K Buy
13,961
+602
+5% +$18.2K 0.37% 46
2025
Q4 		$403K Buy
13,359
+1,237
+10% +$37.4K 0.36% 48
2025
Q3 		$367K Buy
12,122
+214
+2% +$6.46K 0.34% 49
2025
Q2 		$360K Buy
11,908
+1,383
+13% +$41.5K 0.35% 47
2025
Q1 		$317K Sell
10,525
-1,787
-15% -$53.5K 0.33% 47
2024
Q4 		$368K Buy
+12,312
New +$369K 0.4% 58

Other funds holding SPSB

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
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

Stonehaven Wealth & Tax Solutions's SPSB Position: Q1 2026 in Review

Stonehaven Wealth & Tax Solutions increased its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 4.5% in Q1 2026, buying an estimated $18.2K and bringing the position to 13,961 shares worth $420K. The position accounts for 0.37% of the portfolio, ranked #46.

Stonehaven Wealth & Tax Solutions first reported a position in SPSB in Q4 2024 and has held it in 6 quarters since. 570 funds tracked by Wall St. Rank hold SPSB as of Q1 2026.

  • Stonehaven Wealth & Tax Solutions held 13,961 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $420K as of Q1 2026.
  • Stonehaven Wealth & Tax Solutions bought 602 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q1 2026, an estimated $18.2K.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.37% of Stonehaven Wealth & Tax Solutions's portfolio in Q1 2026, its #46 holding.
  • Stonehaven Wealth & Tax Solutions first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • 570 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2026.

Based on Stonehaven Wealth & Tax Solutions's 13F filing for Q1 2026, filed 15 May 2026.