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 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 $147B AUM 18.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Wealthspire Advisors (New York)'s SPSB Position: Q1 2026 in Review

Wealthspire Advisors (New York) held its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) position steady in Q1 2026 at 38,647 shares worth $1.16M. The position accounts for 0.01% of the portfolio, ranked #378.

Wealthspire Advisors (New York) first reported a position in SPSB in Q1 2021 and has held it in 20 quarters since. The position peaked at $3.48M in Q3 2023. 572 funds tracked by Wall St. Rank hold SPSB as of Q1 2026.

Wealthspire Advisors (New York) held 38,647 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $1.16M as of Q1 2026.
Wealthspire Advisors (New York) left its State Street SPDR Portfolio Short Term Corporate Bond ETF share count unchanged in Q1 2026.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #378 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 20 quarters since.
Wealthspire Advisors (New York)'s State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $3.48M in Q3 2023.
572 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.