Wealthspire Advisors (New York)’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Wealthspire Advisors (New York)’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	$1.09M	Sell	36,314 -2,333	-6%	-$70K	0.01%	539
2026 Q1	$1.16M	Hold	38,647	–	–	0.01%	378
2025 Q4	$1.17M	Hold	38,647	–	–	0.01%	396
2025 Q3	$1.17M	Buy	38,647 +1,703	+5%	+$51.4K	0.01%	359
2025 Q2	$1.12M	Sell	36,944 -2,500	-6%	-$75K	0.01%	368
2025 Q1	$1.19M	Buy	39,444 +1,240	+3%	+$37.1K	0.01%	350
2024 Q4	$1.14M	Sell	38,204 -1,339	-3%	-$40.1K	0.01%	348
2024 Q3	$1.2M	Sell	39,543 -5,559	-12%	-$167K	0.01%	340
2024 Q2	$1.34M	Sell	45,102 -8,314	-16%	-$246K	0.02%	260
2024 Q1	$1.59M	Buy	53,416 +816	+2%	+$24.3K	0.02%	236
2023 Q4	$1.57M	Sell	52,600 -66,135	-56%	-$1.95M	0.02%	235
2023 Q3	$3.48M	Buy	118,735 +69,091	+139%	+$2.03M	0.06%	123
2023 Q2	$1.46M	Sell	49,644 -3,387	-6%	-$100K	0.02%	188
2023 Q1	$1.57M	Sell	53,031 -730	-1%	-$21.5K	0.03%	178
2022 Q4	$1.58M	Sell	53,761 -10,879	-17%	-$318K	0.03%	186
2022 Q3	$1.89M	Sell	64,640 -5,159	-7%	-$153K	0.04%	150
2022 Q2	$2.08M	Sell	69,799 -5,190	-7%	-$155K	0.04%	144
2022 Q1	$2.26M	Hold	74,989	–	–	0.05%	114
2021 Q4	$2.32M	Sell	74,989 -230	-0.3%	-$7.14K	0.05%	132
2021 Q3	$2.35M	Buy	+75,219	New	+$2.35M	0.05%	146
2021 Q2	–	Sell	-75,219	Closed	-$2.35M	–	619
2021 Q1	$2.35M	Buy	+75,219	New	+$2.36M	0.06%	160

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 22.9% 1-Year Est. Return

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

Wealthspire Advisors (New York)'s SPSB Position: Q2 2026 in Review

Wealthspire Advisors (New York) reduced its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 6% in Q2 2026, selling an estimated $70K and leaving 36,314 shares worth $1.09M. The position accounts for 0.01% of the portfolio, ranked #539.

Wealthspire Advisors (New York) first reported a position in SPSB in Q1 2021 and has held it in 21 quarters since. The position peaked at $3.48M in Q3 2023. 577 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

Wealthspire Advisors (New York) held 36,314 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $1.09M as of Q2 2026.
Wealthspire Advisors (New York) sold 2,333 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2026, an estimated $70K.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #539 holding.
Wealthspire Advisors (New York) first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q1 2021 and has held it in 21 quarters since.
Wealthspire Advisors (New York)'s State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $3.48M in Q3 2023.
577 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.