Austin Private Wealth’s State Street SPDR Portfolio Short Term Corporate Bond Index ETF SPSB Stock Holding History

Austin Private Wealth’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
2025 Q4	$528K	Buy	17,489 +2,743	+19%	+$82.9K	0.04%	169
2025 Q3	$447K	Sell	14,746 -11,789	-44%	-$356K	0.03%	192
2025 Q2	$801K	Buy	26,535 +3,856	+17%	+$116K	0.06%	127
2025 Q1	$683K	Buy	22,679 +1,264	+6%	+$37.9K	0.06%	130
2024 Q4	$639K	Buy	21,415 +133	+0.6%	+$3.99K	0.06%	126
2024 Q3	$644K	Buy	21,282 +130	+0.6%	+$3.9K	0.06%	119
2024 Q2	$628K	Buy	21,152 +1,407	+7%	+$41.7K	0.07%	104
2024 Q1	$586K	Sell	19,745 -4,192	-18%	-$125K	0.07%	103
2023 Q4	$713K	Buy	23,937 +4,737	+25%	+$139K	0.09%	77
2023 Q3	$563K	Buy	19,200 +169	+0.9%	+$4.96K	0.08%	81
2023 Q2	$560K	Buy	19,031 +167	+0.9%	+$4.93K	0.08%	88
2023 Q1	$559K	Buy	18,864 +56	+0.3%	+$1.65K	0.09%	81
2022 Q4	$553K	Hold	18,808	–	–	0.1%	84
2022 Q3	$550K	Hold	18,808	–	–	0.12%	64
2022 Q2	$559K	Buy	+18,808	New	+$562K	0.12%	65

Other funds holding SPSB

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

Austin Private Wealth's SPSB Position: Q4 2025 in Review

Austin Private Wealth increased its State Street SPDR Portfolio Short Term Corporate Bond Index ETF (SPSB) stake by 19% in Q4 2025, buying an estimated $82.9K and bringing the position to 17,489 shares worth $528K. The position accounts for 0.04% of the portfolio, ranked #169.

Austin Private Wealth first reported a position in SPSB in Q2 2022 and has held it in 15 quarters since. The position peaked at $801K in Q2 2025. 569 funds tracked by Wall St. Rank hold SPSB as of Q4 2025.

Austin Private Wealth held 17,489 shares of State Street SPDR Portfolio Short Term Corporate Bond Index ETF worth $528K as of Q4 2025.
Austin Private Wealth bought 2,743 State Street SPDR Portfolio Short Term Corporate Bond Index ETF shares in Q4 2025, an estimated $82.9K.
State Street SPDR Portfolio Short Term Corporate Bond Index ETF made up 0.04% of Austin Private Wealth's portfolio in Q4 2025, its #169 holding.
Austin Private Wealth first reported a position in State Street SPDR Portfolio Short Term Corporate Bond Index ETF in Q2 2022 and has held it in 15 quarters since.
Austin Private Wealth's State Street SPDR Portfolio Short Term Corporate Bond Index ETF position peaked at $801K in Q2 2025.
569 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond Index ETF as of Q4 2025.

Based on Austin Private Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.