Blue Water Asset Management’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Blue Water Asset 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	$1.21M	Buy	40,337 +5,471	+16%	+$164K	0.39%	36
2026 Q1	$1.05M	Sell	34,866 -688	-2%	-$20.8K	0.36%	34
2025 Q4	$1.07M	Buy	+35,554	New	+$1.07M	0.39%	31

Other funds holding SPSB

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Blue Water Asset Management's SPSB Position: Q2 2026 in Review

Blue Water Asset Management increased its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 16% in Q2 2026, buying an estimated $164K and bringing the position to 40,337 shares worth $1.21M. The position accounts for 0.39% of the portfolio, ranked #36.

Blue Water Asset Management first reported a position in SPSB in Q4 2025 and has held it in 3 quarters since. 572 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

Blue Water Asset Management held 40,337 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $1.21M as of Q2 2026.
Blue Water Asset Management bought 5,471 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2026, an estimated $164K.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.39% of Blue Water Asset Management's portfolio in Q2 2026, its #36 holding.
Blue Water Asset Management first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
572 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on Blue Water Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.