Atwood & Palmer’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Atwood & Palmer’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	$39.8K	Hold	1,325	–	–	﹤0.01%	265
2026 Q1	$39.8K	Hold	1,325	–	–	﹤0.01%	261
2025 Q4	$40K	Hold	1,325	–	–	﹤0.01%	255
2025 Q3	$40.1K	Hold	1,325	–	–	﹤0.01%	261
2025 Q2	$40K	Hold	1,325	–	–	﹤0.01%	255
2025 Q1	$39.9K	Hold	1,325	–	–	﹤0.01%	239
2024 Q4	$39.6K	Hold	1,325	–	–	﹤0.01%	235
2024 Q3	$40.1K	Hold	1,325	–	–	﹤0.01%	235
2024 Q2	$39.4K	Sell	1,325 -100	-7%	-$2.96K	﹤0.01%	238
2024 Q1	$42.4K	Hold	1,425	–	–	﹤0.01%	222
2023 Q4	$42.4K	Hold	1,425	–	–	﹤0.01%	226
2023 Q3	$41.8K	Hold	1,425	–	–	﹤0.01%	219
2023 Q2	$42K	Hold	1,425	–	–	﹤0.01%	223
2023 Q1	$42.2K	Hold	1,425	–	–	﹤0.01%	212
2022 Q4	$41.9K	Hold	1,425	–	–	﹤0.01%	220
2022 Q3	$42K	Hold	1,425	–	–	﹤0.01%	207
2022 Q2	$42K	Hold	1,425	–	–	﹤0.01%	223
2022 Q1	$43K	Sell	1,425 -2,500	-64%	-$76.3K	﹤0.01%	239
2021 Q4	$122K	Hold	3,925	–	–	0.01%	173
2021 Q3	$123K	Hold	3,925	–	–	0.01%	173
2021 Q2	$123K	Sell	3,925 -800	-17%	-$25K	0.01%	172
2021 Q1	$148K	Hold	4,725	–	–	0.01%	159
2020 Q4	$148K	Sell	4,725 -10,710	-69%	-$336K	0.02%	154
2020 Q3	$484K	Buy	15,435 +387	+3%	+$12.1K	0.06%	89
2020 Q2	$472K	Hold	15,048	–	–	0.06%	85
2020 Q1	$455K	Hold	15,048	–	–	0.07%	85
2019 Q4	$464K	Sell	15,048 -23,500	-61%	-$724K	0.06%	88
2019 Q3	$1.19M	Sell	38,548 -14,527	-27%	-$447K	0.16%	61
2019 Q2	$1.63M	Sell	53,075 -1,700	-3%	-$51.9K	0.22%	60
2019 Q1	$1.67M	Sell	54,775 -400	-0.7%	-$12.1K	0.24%	56
2018 Q4	$1.66M	Sell	55,175 -100	-0.2%	-$3.01K	0.26%	55
2018 Q3	$1.67M	Sell	55,275 -1,000	-2%	-$30.2K	0.22%	55
2018 Q2	$1.7M	Sell	56,275 -1,250	-2%	-$37.7K	0.23%	55
2018 Q1	$1.74M	Sell	57,525 -1,550	-3%	-$46.9K	0.25%	55
2017 Q4	$1.8M	Sell	59,075 -400	-0.7%	-$12.2K	0.25%	54
2017 Q3	$1.82M	Sell	59,475 -200	-0.3%	-$6.13K	0.26%	54
2017 Q2	$1.83M	Sell	59,675 -2,600	-4%	-$79.6K	0.29%	52
2017 Q1	$1.91M	Sell	62,275 -71,083	-53%	-$2.17M	0.3%	47
2016 Q4	$4.07M	Buy	133,358 +2,800	+2%	+$85.6K	0.73%	37
2016 Q3	$4.02M	Sell	130,558 -300	-0.2%	-$9.23K	0.73%	37
2016 Q2	$4.03M	Sell	130,858 -5,375	-4%	-$165K	0.73%	40
2016 Q1	$4.17M	Sell	136,233 -32,627	-19%	-$992K	0.74%	38
2015 Q4	$5.13M	Sell	168,860 -100	-0.1%	-$3.05K	0.97%	39
2015 Q3	$5.16M	Sell	168,960 -1,117	-0.7%	-$34.1K	1.01%	37
2015 Q2	$5.2M	Sell	170,077 -6,183	-4%	-$190K	0.94%	40
2015 Q1	$5.42M	Sell	176,260 -3,001	-2%	-$92K	0.97%	40
2014 Q4	$5.48M	Sell	179,261 -8,699	-5%	-$267K	1.02%	34
2014 Q3	$5.77M	Buy	187,960 +60,135	+47%	+$1.85M	1.09%	29
2014 Q2	$3.94M	Buy	+127,825	New	+$3.93M	1.05%	36

Other funds holding SPSB

RWM

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

AFG

Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return

SPIA

Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return

CWM

Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return

QFA

Quattro Financial Advisors The Woodlands, Texas $468M AUM 13.49% 1-Year Est. Return

HVIA

Hudson Valley Investment Advisors Goshen, New York $823M AUM 31.4% 1-Year Est. Return

WFS

Walker Financial Services Bowling Green, Kentucky $323M AUM 8.03% 1-Year Est. Return

FFM

Flagstone Financial Management Lincoln, Nebraska $447M AUM 16.79% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Atwood & Palmer's SPSB Position: Q2 2026 in Review

Atwood & Palmer held its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) position steady in Q2 2026 at 1,325 shares worth $39.8K. The position accounts for ﹤0.01% of the portfolio, ranked #265.

Atwood & Palmer first reported a position in SPSB in Q2 2014 and has held it in 49 quarters since. The position peaked at $5.77M in Q3 2014. 183 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

Atwood & Palmer held 1,325 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $39.8K as of Q2 2026.
Atwood & Palmer left its State Street SPDR Portfolio Short Term Corporate Bond ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up ﹤0.01% of Atwood & Palmer's portfolio in Q2 2026, its #265 holding.
Atwood & Palmer first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q2 2014 and has held it in 49 quarters since.
Atwood & Palmer's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $5.77M in Q3 2014.
183 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.