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Wescott Financial Advisory Group’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Wescott Financial Advisory Group’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 		$970K Sell
32,245
-9,394
-23% -$284K 0.09% 99
2025
Q4 		$1.26M Sell
41,639
-1,503
-3% -$45.4K 0.11% 83
2025
Q3 		$1.31M Sell
43,142
-3,446
-7% -$104K 0.12% 78
2025
Q2 		$1.41M Sell
46,588
-3,838
-8% -$115K 0.13% 75
2025
Q1 		$1.52M Sell
50,426
-8,798
-15% -$264K 0.16% 66
2024
Q4 		$1.77M Buy
59,224
+553
+0.9% +$16.6K 0.18% 59
2024
Q3 		$1.78M Sell
58,671
-2,747
-4% -$82.4K 0.19% 60
2024
Q2 		$1.82M Buy
61,418
+2,071
+3% +$61.4K 0.21% 57
2024
Q1 		$1.77M Sell
59,347
-20,871
-26% -$621K 0.22% 52
2023
Q4 		$2.39M Sell
80,218
-37,855
-32% -$1.11M 0.33% 46
2023
Q3 		$3.46M Sell
118,073
-801
-0.7% -$23.5K 0.63% 35
2023
Q2 		$3.5M Sell
118,874
-9,028
-7% -$267K 0.62% 34
2023
Q1 		$3.79M Sell
127,902
-3,396
-3% -$100K 0.82% 30
2022
Q4 		$3.86M Sell
131,298
-35,694
-21% -$1.04M 0.83% 25
2022
Q3 		$4.88M Sell
166,992
-56,867
-25% -$1.69M 1.36% 17
2022
Q2 		$6.66M Sell
223,859
-50,164
-18% -$1.5M 1.81% 13
2022
Q1 		$8.26M Buy
+274,023
New +$8.36M 2.13% 14

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

Wescott Financial Advisory Group's SPSB Position: Q1 2026 in Review

Wescott Financial Advisory Group reduced its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 23% in Q1 2026, selling an estimated $284K and leaving 32,245 shares worth $970K. The position accounts for 0.09% of the portfolio, ranked #99.

Wescott Financial Advisory Group first reported a position in SPSB in Q1 2022 and has held it in 17 quarters since. The position peaked at $8.26M in Q1 2022. 571 funds tracked by Wall St. Rank hold SPSB as of Q1 2026.

  • Wescott Financial Advisory Group held 32,245 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $970K as of Q1 2026.
  • Wescott Financial Advisory Group sold 9,394 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q1 2026, an estimated $284K.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.09% of Wescott Financial Advisory Group's portfolio in Q1 2026, its #99 holding.
  • Wescott Financial Advisory Group first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q1 2022 and has held it in 17 quarters since.
  • Wescott Financial Advisory Group's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $8.26M in Q1 2022.
  • 571 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q1 2026, filed 12 May 2026.