WT Wealth Management’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

WT Wealth Management’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	$301K	Hold	10,000	–	–	0.09%	107
2025 Q4	$302K	Hold	10,000	–	–	0.09%	107
2025 Q3	$303K	Hold	10,000	–	–	0.09%	104
2025 Q2	$302K	Hold	10,000	–	–	0.09%	111
2025 Q1	$301K	Hold	10,000	–	–	0.1%	102
2024 Q4	$299K	Hold	10,000	–	–	0.09%	109
2024 Q3	$301K	Hold	10,000	–	–	0.1%	108
2024 Q2	$297K	Hold	10,000	–	–	0.1%	97
2024 Q1	$298K	Hold	10,000	–	–	0.11%	93
2023 Q4	$298K	Sell	10,000 -35	-0.3%	-$1.03K	0.12%	91
2023 Q3	$294K	Sell	10,035 -6,427	-39%	-$189K	0.13%	91
2023 Q2	$485K	Sell	16,462 -343,279	-95%	-$10.1M	0.2%	83
2023 Q1	$10.7M	Sell	359,741 -21,004	-6%	-$620K	4.61%	3
2022 Q4	$11.2M	Buy	+380,745	New	+$11.1M	5.44%	3

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 $377B AUM 19.32% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 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 $374B AUM 17.66% 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

WT Wealth Management's SPSB Position: Q1 2026 in Review

WT Wealth Management held its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) position steady in Q1 2026 at 10,000 shares worth $301K. The position accounts for 0.09% of the portfolio, ranked #107.

WT Wealth Management first reported a position in SPSB in Q4 2022 and has held it in 14 quarters since. The position peaked at $11.2M in Q4 2022. 571 funds tracked by Wall St. Rank hold SPSB as of Q1 2026.

WT Wealth Management held 10,000 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $301K as of Q1 2026.
WT Wealth Management 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 0.09% of WT Wealth Management's portfolio in Q1 2026, its #107 holding.
WT Wealth Management first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2022 and has held it in 14 quarters since.
WT Wealth Management's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $11.2M in Q4 2022.
571 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2026.

Based on WT Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.