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

Zinnia Wealth Advisory’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	$913K	Sell	30,425 -24,710	-45%	-$741K	0.93%	26
2026 Q1	$1.66M	Buy	55,135 +2,293	+4%	+$69.2K	1.86%	14
2025 Q4	$1.6M	Buy	+52,842	New	+$1.6M	1.73%	16

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

Zinnia Wealth Advisory's SPSB Position: Q2 2026 in Review

Zinnia Wealth Advisory reduced its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 45% in Q2 2026, selling an estimated $741K and leaving 30,425 shares worth $913K. The position accounts for 0.93% of the portfolio, ranked #26.

Zinnia Wealth Advisory first reported a position in SPSB in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.66M in Q1 2026. 572 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

Zinnia Wealth Advisory held 30,425 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $913K as of Q2 2026.
Zinnia Wealth Advisory sold 24,710 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2026, an estimated $741K.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.93% of Zinnia Wealth Advisory's portfolio in Q2 2026, its #26 holding.
Zinnia Wealth Advisory first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
Zinnia Wealth Advisory's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $1.66M in Q1 2026.
572 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on Zinnia Wealth Advisory's 13F filing for Q2 2026, filed 30 Jul 2026.