APW
SPSB icon

Austin Private Wealth’s State Street SPDR Portfolio Short Term Corporate Bond 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
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 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 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. 564 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 ETF worth $528K as of Q4 2025.
  • Austin Private Wealth bought 2,743 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q4 2025, an estimated $82.9K.
  • State Street SPDR Portfolio Short Term Corporate Bond 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 ETF in Q2 2022 and has held it in 15 quarters since.
  • Austin Private Wealth's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $801K in Q2 2025.
  • 564 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q4 2025.

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