BCWM
SPSB icon

Bartlett & Co Wealth Management’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Bartlett & Co Wealth Management’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 		$3.46M Buy
115,297
+1,190
+1% +$35.7K 0.04% 163
2026
Q1 		$3.43M Sell
114,107
-8,233
-7% -$249K 0.04% 160
2025
Q4 		$3.69M Sell
122,340
-109
-0.1% -$3.29K 0.05% 155
2025
Q3 		$3.71M Sell
122,449
-8,733
-7% -$263K 0.05% 152
2025
Q2 		$3.96M Sell
131,182
-6,007
-4% -$180K 0.06% 147
2025
Q1 		$4.13M Buy
137,189
+623
+0.5% +$18.7K 0.06% 141
2024
Q4 		$4.08M Buy
136,566
+724
+0.5% +$21.7K 0.06% 147
2024
Q3 		$4.11M Sell
135,842
-11,370
-8% -$341K 0.06% 150
2024
Q2 		$4.37M Sell
147,212
-5,603
-4% -$166K 0.07% 144
2024
Q1 		$4.55M Buy
152,815
+1,233
+0.8% +$36.7K 0.07% 146
2023
Q4 		$4.51M Buy
151,582
+4,906
+3% +$144K 0.07% 144
2023
Q3 		$4.3M Sell
146,676
-424
-0.3% -$12.5K 0.08% 144
2023
Q2 		$4.33M Sell
147,100
-4,108
-3% -$121K 0.07% 142
2023
Q1 		$4.48M Sell
151,208
-7,209
-5% -$213K 0.09% 134
2022
Q4 		$4.65M Buy
158,417
+156,169
+6,947% +$4.57M 0.09% 135
2022
Q3 		$65.7K Sell
2,248
-4,120
-65% -$122K ﹤0.01% 524
2022
Q2 		$189K Buy
6,368
+4,203
+194% +$126K ﹤0.01% 381
2022
Q1 		$65.2K Buy
+2,165
New +$66.1K ﹤0.01% 545
2021
Q4 		– Sell
-965
Closed -$30.2K – 812
2021
Q3 		$30.2K Sell
965
-149
-13% -$4.66K ﹤0.01% 578
2021
Q2 		$34.9K Buy
1,114
+149
+15% +$4.67K ﹤0.01% 555
2021
Q1 		$30.2K Hold
965
– – ﹤0.01% 614
2020
Q4 		$30.3K Sell
965
-1
-0.1% -$31 ﹤0.01% 611
2020
Q3 		$30.3K Buy
966
+1
+0.1% +$31 ﹤0.01% 564
2020
Q2 		$30.2K Hold
965
– – ﹤0.01% 555
2020
Q1 		$29.2K Buy
965
+213
+28% +$6.51K ﹤0.01% 536
2019
Q4 		$23.2K Hold
752
– – ﹤0.01% 639
2019
Q3 		$23.2K Hold
752
– – ﹤0.01% 638
2019
Q2 		$23.1K Buy
+752
New +$23K ﹤0.01% 518

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

Bartlett & Co Wealth Management's SPSB Position: Q2 2026 in Review

Bartlett & Co Wealth Management increased its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 1% in Q2 2026, buying an estimated $35.7K and bringing the position to 115,297 shares worth $3.46M. The position accounts for 0.04% of the portfolio, ranked #163.

Bartlett & Co Wealth Management first reported a position in SPSB in Q2 2019 and has held it in 28 quarters since. The position peaked at $4.65M in Q4 2022. 571 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

  • Bartlett & Co Wealth Management held 115,297 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $3.46M as of Q2 2026.
  • Bartlett & Co Wealth Management bought 1,190 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2026, an estimated $35.7K.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.04% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #163 holding.
  • Bartlett & Co Wealth Management first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q2 2019 and has held it in 28 quarters since.
  • Bartlett & Co Wealth Management's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $4.65M in Q4 2022.
  • 571 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.