WFA of San Diego’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

WFA of San Diego’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	–	Sell	-5	Closed	-$150	–	338
2026 Q1	$150	Sell	5 -49	-91%	-$1.48K	﹤0.01%	402
2025 Q4	$1.63K	Sell	54 -8	-13%	-$242	﹤0.01%	372
2025 Q3	$1.88K	Sell	62 -14	-18%	-$422	﹤0.01%	386
2025 Q2	$2.29K	Buy	+76	New	+$2.28K	﹤0.01%	391
2024 Q3	$40.1K	Hold	1,324	–	–	0.03%	203
2024 Q2	$39.3K	Buy	+1,324	New	+$39.2K	0.04%	199
2023 Q3	$106K	Hold	3,620	–	–	0.11%	111
2023 Q2	$107K	Buy	+3,620	New	+$107K	0.1%	109
2023 Q1	–	Sell	-5,098	Closed	-$150K	–	377
2022 Q4	$150K	Buy	+5,098	New	+$149K	0.11%	107
2022 Q3	–	Sell	-5,689	Closed	-$169K	–	354
2022 Q2	$169K	Buy	+5,689	New	+$170K	0.14%	90
2022 Q1	–	Sell	-6,004	Closed	-$186K	–	153
2021 Q4	$186K	Sell	6,004 -297	-5%	-$9.23K	0.11%	120
2021 Q3	$197K	Sell	6,301 -139	-2%	-$4.35K	0.14%	101
2021 Q2	$202K	Sell	6,440 -22	-0.3%	-$689	0.16%	88
2021 Q1	$202K	Buy	+6,462	New	+$203K	0.17%	88
2020 Q4	–	Sell	-7,582	Closed	-$237K	–	111
2020 Q3	$237K	Sell	7,582 -4,598	-38%	-$144K	0.22%	73
2020 Q2	$382K	Buy	+12,180	New	+$378K	0.09%	185

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

WFA of San Diego's SPSB Position: Q2 2026 in Review

WFA of San Diego sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q2 2026, closing a stake of 5 shares — an estimated $150 sold.

WFA of San Diego first reported a position in SPSB in Q2 2020 and held it in 16 quarters. The position peaked at $382K in Q2 2020. 571 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

WFA of San Diego reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
WFA of San Diego sold 5 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2026, an estimated $150.
WFA of San Diego first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q2 2020 and held it in 16 quarters.
WFA of San Diego's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $382K in Q2 2020.
571 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on WFA of San Diego's 13F filing for Q2 2026, filed 14 Aug 2026.