Wealth Enhancement Advisory Services’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Wealth Enhancement Advisory Services’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	$12.7M	Buy	424,186 +7,457	+2%	+$224K	0.02%	577
2026 Q1	$12.5M	Sell	416,729 -242,746	-37%	-$7.33M	0.03%	522
2025 Q4	$19.9M	Buy	659,475 +56,254	+9%	+$1.7M	0.03%	480
2025 Q3	$18.2M	Buy	603,221 +4,286	+0.7%	+$129K	0.03%	474
2025 Q2	$18M	Sell	598,935 -11,527	-2%	-$346K	0.03%	450
2025 Q1	$18.4M	Buy	610,462 +58,433	+11%	+$1.75M	0.04%	420
2024 Q4	$16.5M	Buy	552,029 +190,021	+52%	+$5.7M	0.03%	418
2024 Q3	$11M	Sell	362,008 -24,220	-6%	-$727K	0.02%	487
2024 Q2	$11.5M	Buy	386,228 +1,224	+0.3%	+$36.3K	0.03%	445
2024 Q1	$11.5M	Buy	385,004 +5,800	+2%	+$173K	0.03%	436
2023 Q4	$11.3M	Sell	379,204 -886	-0.2%	-$26.1K	0.03%	402
2023 Q3	$11.1M	Buy	+380,090	New	+$11.2M	0.04%	384

Other funds holding SPSB

RWM

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

AFG

Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return

SPIA

Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return

CWM

Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return

QFA

Quattro Financial Advisors The Woodlands, Texas $468M AUM 13.49% 1-Year Est. Return

HVIA

Hudson Valley Investment Advisors Goshen, New York $823M AUM 31.4% 1-Year Est. Return

WFS

Walker Financial Services Bowling Green, Kentucky $323M AUM 8.03% 1-Year Est. Return

FFM

Flagstone Financial Management Lincoln, Nebraska $447M AUM 16.79% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Wealth Enhancement Advisory Services's SPSB Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 1.8% in Q2 2026, buying an estimated $224K and bringing the position to 424,186 shares worth $12.7M. The position accounts for 0.02% of the portfolio, ranked #577.

Wealth Enhancement Advisory Services first reported a position in SPSB in Q3 2023 and has held it in 12 quarters since. The position peaked at $19.9M in Q4 2025. 131 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

Wealth Enhancement Advisory Services held 424,186 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $12.7M as of Q2 2026.
Wealth Enhancement Advisory Services bought 7,457 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2026, an estimated $224K.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.02% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #577 holding.
Wealth Enhancement Advisory Services first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q3 2023 and has held it in 12 quarters since.
Wealth Enhancement Advisory Services's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $19.9M in Q4 2025.
131 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.