Wealthstar Advisors’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Wealthstar Advisors’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	$525K	Sell	17,496 -374	-2%	-$11.2K	0.15%	88
2026 Q1	$537K	Sell	17,870 -634	-3%	-$19.1K	0.25%	80
2025 Q4	$559K	Sell	18,504 -815	-4%	-$24.6K	0.25%	80
2025 Q3	$585K	Buy	19,319 +12	+0.1%	+$362	0.23%	86
2025 Q2	$583K	Sell	19,307 -1,964	-9%	-$58.9K	0.22%	91
2025 Q1	$640K	Sell	21,271 -724	-3%	-$21.7K	0.29%	75
2024 Q4	$657K	Buy	+21,995	New	+$659K	0.29%	68
2024 Q2	–	Sell	-27,645	Closed	-$823K	–	122
2024 Q1	$823K	Sell	27,645 -141	-0.5%	-$4.2K	0.29%	51
2023 Q4	$827K	Sell	27,786 -2,711	-9%	-$79.8K	0.13%	50
2023 Q3	$894K	Sell	30,497 -3,997	-12%	-$117K	0.34%	34
2023 Q2	$1.02M	Sell	34,494 -27	-0.1%	-$797	0.43%	28
2023 Q1	$1.02M	Buy	34,521 +22	+0.1%	+$649	0.39%	30
2022 Q4	$1.01M	Sell	34,499 -403	-1%	-$11.8K	0.46%	27
2022 Q3	$1.02M	Buy	34,902 +17	+0%	+$505	0.48%	25
2022 Q2	$1.04M	Sell	34,885 -1,866	-5%	-$55.8K	0.4%	31
2022 Q1	$1.1M	Sell	36,751 -1,864	-5%	-$56.9K	0.41%	34
2021 Q4	$1.2M	Sell	38,615 -734	-2%	-$22.8K	0.41%	34
2021 Q3	$1.23M	Sell	39,349 -1,410	-3%	-$44.1K	0.37%	36
2021 Q2	$1.28M	Buy	+40,759	New	+$1.28M	0.4%	36
2020 Q1	$1.15M	Sell	38,088 -659	-2%	-$20.1K	0.81%	15
2019 Q4	$1.2M	Buy	38,747 +35	+0.1%	+$1.08K	0.74%	16
2019 Q3	$1.2M	Sell	38,712 -510	-1%	-$15.7K	0.67%	16
2019 Q2	$1.21M	Buy	39,222 +1,865	+5%	+$57K	0.71%	16
2019 Q1	$1.14M	Buy	37,357 +18	+0%	+$546	0.7%	16
2018 Q4	$1.13M	Buy	37,339 +31	+0.1%	+$932	0.84%	16
2018 Q3	$1.13M	Sell	37,308 -312	-0.8%	-$9.41K	0.66%	17
2018 Q2	$1.14M	Sell	37,620 -7,098	-16%	-$214K	0.35%	17
2018 Q1	$1.35M	Buy	+44,718	New	+$1.35M	0.4%	14

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 22.96% 1-Year Est. Return

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

Wealthstar Advisors's SPSB Position: Q2 2026 in Review

Wealthstar Advisors reduced its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 2.1% in Q2 2026, selling an estimated $11.2K and leaving 17,496 shares worth $525K. The position accounts for 0.15% of the portfolio, ranked #88.

Wealthstar Advisors first reported a position in SPSB in Q1 2018 and has held it in 28 quarters since. The position peaked at $1.35M in Q1 2018. 573 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

Wealthstar Advisors held 17,496 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $525K as of Q2 2026.
Wealthstar Advisors sold 374 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2026, an estimated $11.2K.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.15% of Wealthstar Advisors's portfolio in Q2 2026, its #88 holding.
Wealthstar Advisors first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q1 2018 and has held it in 28 quarters since.
Wealthstar Advisors's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $1.35M in Q1 2018.
573 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on Wealthstar Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.