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

Wealth Care LLC’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 		$645K Sell
21,498
-2,918
-12% -$87.6K 0.52% 37
2026
Q1 		$734K Buy
+24,416
New +$737K 0.65% 30

Other funds holding SPSB

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Wealth Care LLC's SPSB Position: Q2 2026 in Review

Wealth Care LLC reduced its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 12% in Q2 2026, selling an estimated $87.6K and leaving 21,498 shares worth $645K. The position accounts for 0.52% of the portfolio, ranked #37.

Wealth Care LLC first reported a position in SPSB in Q1 2026 and has held it in 2 quarters since. The position peaked at $734K in Q1 2026. 572 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

  • Wealth Care LLC held 21,498 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $645K as of Q2 2026.
  • Wealth Care LLC sold 2,918 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2026, an estimated $87.6K.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.52% of Wealth Care LLC's portfolio in Q2 2026, its #37 holding.
  • Wealth Care LLC first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • Wealth Care LLC's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $734K in Q1 2026.
  • 572 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on Wealth Care LLC's 13F filing for Q2 2026, filed 15 Jul 2026.