Wallace Advisory Group’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Wallace Advisory Group’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	$294K	Buy	+9,797	New	+$294K	0.28%	97
2024 Q1	–	Sell	-7,845	Closed	-$230K	–	190
2023 Q4	$230K	Buy	7,845 +855	+12%	+$25.2K	0.18%	139
2023 Q3	$206K	Buy	+6,990	New	+$205K	0.15%	164

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

Wallace Advisory Group's SPSB Position: Q2 2026 in Review

Wallace Advisory Group opened a new position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q2 2026: 9,797 shares worth $294K. The stake represents 0.28% of the portfolio and ranks #97 among its holdings. This is a return to the name: Wallace Advisory Group previously reported a position in SPSB as recently as Q4 2023.

Wallace Advisory Group first reported a position in SPSB in Q3 2023 and has held it in 3 quarters since. 574 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

Wallace Advisory Group held 9,797 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $294K as of Q2 2026.
State Street SPDR Portfolio Short Term Corporate Bond ETF was a new Wallace Advisory Group position in Q2 2026.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.28% of Wallace Advisory Group's portfolio in Q2 2026, its #97 holding.
Wallace Advisory Group first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q3 2023 and has held it in 3 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 Wallace Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.