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

Wealthcare Advisory 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
2025 Q2	–	Sell	-12,688	Closed	-$382K	–	1000
2025 Q1	$382K	Buy	12,688 +5,057	+66%	+$151K	0.01%	661
2024 Q4	$228K	Buy	+7,631	New	+$229K	0.01%	811
2023 Q2	–	Sell	-105,436	Closed	-$3.12M	–	761
2023 Q1	$3.12M	Sell	105,436 -77,469	-42%	-$2.29M	0.13%	133
2022 Q4	$5.37M	Sell	182,905 -79,274	-30%	-$2.32M	0.26%	76
2022 Q3	$7.66M	Buy	262,179 +13,894	+6%	+$412K	0.44%	47
2022 Q2	$7.38M	Buy	+248,285	New	+$7.42M	0.45%	43
2021 Q3	–	Sell	-12,267	Closed	-$384K	–	580
2021 Q2	$384K	Buy	12,267 +11,475	+1,449%	+$359K	0.03%	368
2021 Q1	$25K	Buy	+792	New	+$24.8K	﹤0.01%	1126
2020 Q2	–	Sell	-23	Closed	-$1K	–	1204
2020 Q1	$1K	Hold	23	–	–	﹤0.01%	1432
2019 Q4	$1K	Sell	23 -186	-89%	-$5.73K	﹤0.01%	1343
2019 Q3	$6K	Sell	209 -187	-47%	-$5.75K	﹤0.01%	1042
2019 Q2	$12K	Buy	396 +210	+113%	+$6.42K	﹤0.01%	866
2019 Q1	$6K	Buy	+186	New	+$5.64K	﹤0.01%	933

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wealthcare Advisory Partners's SPSB Position: Q2 2025 in Review

Wealthcare Advisory Partners sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q2 2025, closing a stake of 12,688 shares — an estimated $382K sold.

Wealthcare Advisory Partners first reported a position in SPSB in Q1 2019 and held it in 13 quarters. The position peaked at $7.66M in Q3 2022. 562 funds tracked by Wall St. Rank hold SPSB as of Q2 2025.

Wealthcare Advisory Partners reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
Wealthcare Advisory Partners sold 12,688 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2025, an estimated $382K.
Wealthcare Advisory Partners first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q1 2019 and held it in 13 quarters.
Wealthcare Advisory Partners's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $7.66M in Q3 2022.
562 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2025.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2025, filed 22 Jul 2025.