BSWM
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Boston Standard Wealth Management’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Boston Standard 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 		$3.06M Buy
102,413
+5,275
+5% +$158K 0.44% 23
2026
Q1 		$2.91M Buy
97,138
+4,673
+5% +$141K 0.48% 23
2025
Q4 		$2.79M Buy
92,465
+3,243
+4% +$98K 0.46% 20
2025
Q3 		$2.7M Buy
89,222
+3,028
+4% +$91.3K 0.45% 22
2025
Q2 		$2.6M Buy
86,194
+12,987
+18% +$390K 0.47% 19
2025
Q1 		$2.17M Sell
73,207
-6,612
-8% -$198K 0.48% 18
2024
Q4 		$2.38M Buy
79,819
+3,751
+5% +$112K 0.46% 19
2024
Q3 		$2.3M Buy
76,068
+2,861
+4% +$85.8K 0.45% 19
2024
Q2 		$2.17M Buy
73,207
+2,360
+3% +$69.9K 0.48% 18
2024
Q1 		$2.11M Buy
70,847
+5,682
+9% +$169K 0.48% 17
2023
Q4 		$1.91M Hold
65,165
– – 0.5% 20
2023
Q3 		$1.91M Buy
65,165
+28
+0% +$822 0.5% 20
2023
Q2 		$1.92M Buy
65,137
+8,596
+15% +$254K 0.49% 20
2023
Q1 		$1.68M Sell
56,541
-4,778
-8% -$141K 0.48% 19
2022
Q4 		$1.8M Buy
61,319
+4,257
+7% +$125K 0.53% 20
2022
Q3 		$1.67M Sell
57,062
-1,483
-3% -$44K 0.56% 21
2022
Q2 		$1.75M Sell
58,545
-1,295
-2% -$38.7K 0.56% 20
2022
Q1 		$1.8M Sell
59,840
-161
-0.3% -$4.91K 0.52% 20
2021
Q4 		$1.86M Buy
60,001
+2,598
+5% +$80.7K 0.52% 20
2021
Q3 		$1.79M Buy
57,403
+1,210
+2% +$37.8K 0.54% 19
2021
Q2 		$1.76M Buy
56,193
+2,680
+5% +$83.9K 0.53% 19
2021
Q1 		$1.68M Buy
53,513
+11,765
+28% +$369K 0.55% 19
2020
Q4 		$1.31M Buy
41,748
+4,794
+13% +$150K 0.49% 20
2020
Q3 		$1.16M Buy
36,954
+1,255
+4% +$39.4K 0.49% 19
2020
Q2 		$1.12M Sell
35,699
-632
-2% -$19.6K 0.51% 19
2020
Q1 		$1.1M Buy
36,331
+2,297
+7% +$70.2K 0.6% 18
2019
Q4 		$1.05M Buy
34,034
+788
+2% +$24.3K 0.47% 19
2019
Q3 		$1.03M Buy
33,246
+912
+3% +$28.1K 0.49% 18
2019
Q2 		$993K Buy
32,334
+1,537
+5% +$47K 0.49% 19
2019
Q1 		$938K Buy
30,797
+38
+0.1% +$1.15K 0.49% 20
2018
Q4 		$927K Sell
30,759
-55,109
-64% -$1.66M 0.55% 19
2018
Q3 		$2.59M Buy
+85,868
New +$2.59M 1.41% 13
2018
Q1 		$2.38M Buy
78,790
+12,878
+20% +$390K 1.49% 13
2017
Q4 		$2M Buy
+65,912
New +$2.01M 1.28% 17

Other funds holding SPSB

RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
AFG
Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
CWM
Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return
QFA
Quattro Financial Advisors The Woodlands, Texas $468M AUM 13.49% 1-Year Est. Return
HVIA
Hudson Valley Investment Advisors Goshen, New York $823M AUM 31.4% 1-Year Est. Return
CWP
Concord Wealth Partners Abingdon, Virginia $873M AUM 24.02% 1-Year Est. Return
CAMV
Concord Asset Management (Virginia) Abingdon, Virginia $646M AUM 25.36% 1-Year Est. Return
WFS
Walker Financial Services Bowling Green, Kentucky $323M AUM 8.03% 1-Year Est. Return

Boston Standard Wealth Management's SPSB Position: Q2 2026 in Review

Boston Standard Wealth Management increased its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 5.4% in Q2 2026, buying an estimated $158K and bringing the position to 102,413 shares worth $3.06M. The position accounts for 0.44% of the portfolio, ranked #23.

Boston Standard Wealth Management first reported a position in SPSB in Q4 2017 and has held it in 34 quarters since. 270 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

  • Boston Standard Wealth Management held 102,413 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $3.06M as of Q2 2026.
  • Boston Standard Wealth Management bought 5,275 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2026, an estimated $158K.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.44% of Boston Standard Wealth Management's portfolio in Q2 2026, its #23 holding.
  • Boston Standard Wealth Management first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2017 and has held it in 34 quarters since.
  • 270 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on Boston Standard Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.