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

WealthShield 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 		$15.6K Sell
520
-113
-18% -$3.41K ﹤0.01% 513
2025
Q4 		$19.1K Buy
633
+365
+136% +$11K ﹤0.01% 482
2025
Q3 		$8.12K Sell
268
-52
-16% -$1.57K ﹤0.01% 511
2025
Q2 		$9.66K Buy
320
+120
+60% +$3.6K ﹤0.01% 498
2025
Q1 		$6.02K Sell
200
-145
-42% -$4.34K ﹤0.01% 491
2024
Q4 		$10.3K Buy
+345
New +$10.3K ﹤0.01% 444
2024
Q2 		– Sell
-8,139
Closed -$242K – 487
2024
Q1 		$242K Buy
8,139
+7,439
+1,063% +$221K 0.04% 250
2023
Q4 		$20.8K Sell
700
-2,252
-76% -$66.3K ﹤0.01% 407
2023
Q3 		$86.6K Hold
2,952
– – 0.01% 346
2023
Q2 		$86.9K Hold
2,952
– – 0.01% 350
2023
Q1 		$87.5K Buy
+2,952
New +$87.1K 0.01% 347
2021
Q3 		– Sell
-1,110
Closed -$35K – 671
2021
Q2 		$35K Sell
1,110
-81
-7% -$2.54K 0.01% 551
2021
Q1 		$37K Buy
+1,191
New +$37.3K 0.01% 518
2020
Q4 		– Sell
-716
Closed -$22K – 406
2020
Q3 		$22K Sell
716
-353
-33% -$11.1K 0.01% 329
2020
Q2 		$34K Sell
1,069
-196
-15% -$6.08K 0.02% 265
2020
Q1 		$38K Sell
1,265
-59
-4% -$1.8K 0.02% 195
2019
Q4 		$41K Hold
1,324
– – 0.02% 220
2019
Q3 		$41K Buy
1,324
+462
+54% +$14.2K 0.02% 207
2019
Q2 		$27K Sell
862
-670
-44% -$20.5K 0.02% 188
2019
Q1 		$47K Sell
1,532
-79,282
-98% -$2.41M 0.03% 195
2018
Q4 		$2.44M Buy
80,814
+80,018
+10,053% +$2.41M 1.66% 11
2018
Q3 		$24K Buy
+796
New +$24K 0.01% 186
2018
Q2 		– Sell
-700
Closed -$21K – 261
2018
Q1 		$21K Buy
+700
New +$21.2K 0.01% 180

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

WealthShield Partners's SPSB Position: Q1 2026 in Review

WealthShield Partners reduced its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 18% in Q1 2026, selling an estimated $3.41K and leaving 520 shares worth $15.6K. The position accounts for ﹤0.01% of the portfolio, ranked #513.

WealthShield Partners first reported a position in SPSB in Q1 2018 and has held it in 23 quarters since. The position peaked at $2.44M in Q4 2018. 571 funds tracked by Wall St. Rank hold SPSB as of Q1 2026.

  • WealthShield Partners held 520 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $15.6K as of Q1 2026.
  • WealthShield Partners sold 113 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q1 2026, an estimated $3.41K.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up ﹤0.01% of WealthShield Partners's portfolio in Q1 2026, its #513 holding.
  • WealthShield Partners first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q1 2018 and has held it in 23 quarters since.
  • WealthShield Partners's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $2.44M in Q4 2018.
  • 571 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.