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Badgley Phelps Wealth Managers’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Badgley Phelps Wealth Managers’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 		$6.79M Buy
226,281
+21,754
+11% +$653K 0.12% 125
2026
Q1 		$6.15M Buy
204,527
+17,922
+10% +$541K 0.12% 126
2025
Q4 		$5.64M Buy
186,605
+5,125
+3% +$155K 0.1% 130
2025
Q3 		$5.5M Buy
181,480
+5,678
+3% +$171K 0.12% 122
2025
Q2 		$5.31M Buy
175,802
+4,478
+3% +$134K 0.12% 121
2025
Q1 		$5.16M Buy
171,324
+12,674
+8% +$380K 0.12% 124
2024
Q4 		$4.74M Buy
158,650
+13,528
+9% +$405K 0.11% 122
2024
Q3 		$4.39M Buy
145,122
+18,813
+15% +$564K 0.1% 123
2024
Q2 		$3.75M Buy
126,309
+4,334
+4% +$128K 0.09% 121
2024
Q1 		$3.63M Buy
121,975
+5,775
+5% +$172K 0.09% 120
2023
Q4 		$3.46M Sell
116,200
-317
-0.3% -$9.33K 0.09% 115
2023
Q3 		$3.42M Buy
116,517
+23,355
+25% +$686K 0.12% 112
2023
Q2 		$2.74M Buy
93,162
+2,431
+3% +$71.8K 0.09% 117
2023
Q1 		$2.69M Sell
90,731
-19,175
-17% -$566K 0.1% 113
2022
Q4 		$3.23M Buy
109,906
+3,831
+4% +$112K 0.13% 111
2022
Q3 		$3.1M Buy
106,075
+3,063
+3% +$90.9K 0.13% 111
2022
Q2 		$3.06M Buy
103,012
+24,465
+31% +$731K 0.13% 113
2022
Q1 		$2.37M Buy
78,547
+14,977
+24% +$457K 0.08% 115
2021
Q4 		$1.97M Buy
63,570
+12,866
+25% +$400K 0.06% 123
2021
Q3 		$1.58M Buy
+50,704
New +$1.59M 0.06% 124

Other funds holding SPSB

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Badgley Phelps Wealth Managers's SPSB Position: Q2 2026 in Review

Badgley Phelps Wealth Managers increased its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 11% in Q2 2026, buying an estimated $653K and bringing the position to 226,281 shares worth $6.79M. The position accounts for 0.12% of the portfolio, ranked #125.

Badgley Phelps Wealth Managers first reported a position in SPSB in Q3 2021 and has held it in 20 quarters since. 571 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

  • Badgley Phelps Wealth Managers held 226,281 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $6.79M as of Q2 2026.
  • Badgley Phelps Wealth Managers bought 21,754 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2026, an estimated $653K.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.12% of Badgley Phelps Wealth Managers's portfolio in Q2 2026, its #125 holding.
  • Badgley Phelps Wealth Managers first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q3 2021 and has held it in 20 quarters since.
  • 571 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q2 2026, filed 31 Jul 2026.