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 Q2	$437K	Buy	14,574 +613	+4%	+$18.4K	0.35%	52
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 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

Stonehaven Wealth & Tax Solutions's SPSB Position: Q2 2026 in Review

Stonehaven Wealth & Tax Solutions increased its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 4.4% in Q2 2026, buying an estimated $18.4K and bringing the position to 14,574 shares worth $437K. The position accounts for 0.35% of the portfolio, ranked #52.

Stonehaven Wealth & Tax Solutions first reported a position in SPSB in Q4 2024 and has held it in 7 quarters since. 574 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

Stonehaven Wealth & Tax Solutions held 14,574 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $437K as of Q2 2026.
Stonehaven Wealth & Tax Solutions bought 613 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2026, an estimated $18.4K.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.35% of Stonehaven Wealth & Tax Solutions's portfolio in Q2 2026, its #52 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 7 quarters since.
574 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on Stonehaven Wealth & Tax Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.