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

Stratos 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 		$1.67M Sell
55,601
-58,508
-51% -$1.77M 0.02% 611
2025
Q4 		$3.45M Sell
114,109
-307,009
-73% -$9.28M 0.04% 409
2025
Q3 		$12.8M Buy
421,118
+364,220
+640% +$11M 0.15% 134
2025
Q2 		$1.72M Buy
56,898
+2,541
+5% +$76.2K 0.02% 539
2025
Q1 		$1.64M Sell
54,357
-43,046
-44% -$1.29M 0.02% 500
2024
Q4 		$2.91M Buy
97,403
+852
+0.9% +$25.5K 0.04% 385
2024
Q3 		$2.92M Buy
96,551
+2,740
+3% +$82.2K 0.04% 368
2024
Q2 		$2.79M Sell
93,811
-5,112
-5% -$151K 0.04% 364
2024
Q1 		$2.94M Buy
98,923
+42,211
+74% +$1.26M 0.05% 349
2023
Q4 		$1.69M Sell
56,712
-4,539
-7% -$134K 0.03% 457
2023
Q3 		$1.8M Sell
61,251
-2,785
-4% -$81.8K 0.04% 396
2023
Q2 		$1.89M Buy
64,036
+1,226
+2% +$36.2K 0.04% 364
2023
Q1 		$1.86M Sell
62,810
-19,658
-24% -$580K 0.05% 335
2022
Q4 		$2.42M Sell
82,468
-7,114
-8% -$208K 0.06% 302
2022
Q3 		$2.62M Buy
89,582
+374
+0.4% +$11.1K 0.07% 259
2022
Q2 		$2.65M Buy
89,208
+25,162
+39% +$752K 0.07% 268
2022
Q1 		$1.93M Buy
64,046
+31,822
+99% +$971K 0.04% 368
2021
Q4 		$998K Sell
32,224
-5,046
-14% -$157K 0.02% 563
2021
Q3 		$1.17M Buy
37,270
+2,530
+7% +$79.1K 0.03% 473
2021
Q2 		$1.09M Buy
34,740
+11,095
+47% +$347K 0.03% 517
2021
Q1 		$740K Buy
23,645
+2,829
+14% +$88.7K 0.02% 590
2020
Q4 		$654K Buy
20,816
+9,116
+78% +$286K 0.02% 589
2020
Q3 		$367K Buy
11,700
+2,019
+21% +$63.3K 0.01% 717
2020
Q2 		$303K Sell
9,681
-745
-7% -$23.1K 0.01% 771
2020
Q1 		$315K Sell
10,426
-68,931
-87% -$2.11M 0.01% 670
2019
Q4 		$2.45M Sell
79,357
-3,804
-5% -$117K 0.1% 217
2019
Q3 		$2.57M Sell
83,161
-5,363
-6% -$165K 0.11% 197
2019
Q2 		$2.73M Sell
88,524
-13,999
-14% -$428K 0.12% 184
2019
Q1 		$3.13M Buy
102,523
+45,035
+78% +$1.37M 0.14% 168
2018
Q4 		$1.73M Buy
57,488
+7,547
+15% +$227K 0.09% 236
2018
Q3 		$1.51M Buy
49,941
+17,411
+54% +$525K 0.07% 264
2018
Q2 		$981K Buy
32,530
+28,214
+654% +$851K 0.04% 371
2018
Q1 		$130K Buy
+4,316
New +$131K 0.01% 1066
2015
Q2 		– Sell
-11,983
Closed -$367K – 606
2015
Q1 		$367K Buy
+11,983
New +$367K 0.04% 371

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

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

Stratos Wealth Partners reduced its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 51% in Q1 2026, selling an estimated $1.77M and leaving 55,601 shares worth $1.67M. The position accounts for 0.02% of the portfolio, ranked #611.

Stratos Wealth Partners first reported a position in SPSB in Q1 2015 and has held it in 34 quarters since. The position peaked at $12.8M in Q3 2025. 570 funds tracked by Wall St. Rank hold SPSB as of Q1 2026.

  • Stratos Wealth Partners held 55,601 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $1.67M as of Q1 2026.
  • Stratos Wealth Partners sold 58,508 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q1 2026, an estimated $1.77M.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.02% of Stratos Wealth Partners's portfolio in Q1 2026, its #611 holding.
  • Stratos Wealth Partners first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q1 2015 and has held it in 34 quarters since.
  • Stratos Wealth Partners's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $12.8M in Q3 2025.
  • 570 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.