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

Strategic Wealth Partners’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 		$38.2M Buy
1,269,078
+52,719
+4% +$1.59M 2.65% 5
2025
Q4 		$36.7M Buy
1,216,359
+146,287
+14% +$4.42M 2.52% 6
2025
Q3 		$32.4M Buy
1,070,072
+19,977
+2% +$603K 2.42% 6
2025
Q2 		$31.7M Buy
+1,050,095
New +$31.5M 2.49% 5
2024
Q4 		$31.3M Sell
1,045,995
-12,718
-1% -$381K 2.59% 5
2024
Q3 		$32.1M Buy
1,058,713
+86,993
+9% +$2.61M 3.08% 3
2024
Q2 		$28.9M Buy
971,720
+60,915
+7% +$1.8M 3.01% 5
2024
Q1 		$27.1M Buy
910,805
+88,306
+11% +$2.63M 2.97% 5
2023
Q4 		$24.5M Sell
822,499
-19,310
-2% -$568K 3.02% 4
2023
Q3 		$24.7M Buy
841,809
+59,185
+8% +$1.74M 3.25% 4
2023
Q2 		$23M Buy
782,624
+44,369
+6% +$1.31M 2.98% 4
2023
Q1 		$21.9M Buy
738,255
+143,777
+24% +$4.24M 3.36% 5
2022
Q4 		$17.5M Buy
594,478
+24,521
+4% +$718K 3.24% 4
2022
Q3 		$16.7M Sell
569,957
-16,638
-3% -$494K 3.53% 2
2022
Q2 		$17.4M Buy
586,595
+12,303
+2% +$368K 3.77% 1
2022
Q1 		$17.3M Buy
574,292
+294,117
+105% +$8.97M 3.38% 1
2021
Q4 		$8.68M Buy
280,175
+25,610
+10% +$796K 1.64% 9
2021
Q3 		$7.96M Buy
254,565
+371
+0.1% +$11.6K 2.34% 9
2021
Q2 		$7.96M Buy
254,194
+1,709
+0.7% +$53.5K 2.6% 6
2021
Q1 		$7.91M Buy
252,485
+24,792
+11% +$777K 3.15% 6
2020
Q4 		$7.15M Buy
227,693
+76,272
+50% +$2.39M 3% 7
2020
Q3 		$4.75M Buy
151,421
+137,856
+1,016% +$4.32M 2.4% 8
2020
Q2 		$425K Buy
+13,565
New +$421K 0.22% 103

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

Strategic Wealth Partners's SPSB Position: Q1 2026 in Review

Strategic Wealth Partners increased its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 4.3% in Q1 2026, buying an estimated $1.59M and bringing the position to 1,269,078 shares worth $38.2M. The position accounts for 2.65% of the portfolio, ranked #5.

Strategic Wealth Partners first reported a position in SPSB in Q2 2020 and has held it in 23 quarters since. 571 funds tracked by Wall St. Rank hold SPSB as of Q1 2026.

  • Strategic Wealth Partners held 1,269,078 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $38.2M as of Q1 2026.
  • Strategic Wealth Partners bought 52,719 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q1 2026, an estimated $1.59M.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up 2.65% of Strategic Wealth Partners's portfolio in Q1 2026, its #5 holding.
  • Strategic Wealth Partners first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q2 2020 and has held it in 23 quarters since.
  • 571 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.