CWM
SPSB icon

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

Capital 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 		$36.8M Buy
1,227,718
+56,973
+5% +$1.71M 8.86% 2
2026
Q1 		$35.2M Buy
1,170,745
+72,471
+7% +$2.19M 9.52% 2
2025
Q4 		$33.2M Buy
1,098,274
+69,153
+7% +$2.09M 10.71% 1
2025
Q3 		$31.2M Buy
1,029,121
+12,168
+1% +$367K 10.85% 1
2025
Q2 		$30.7M Buy
1,016,953
+114,001
+13% +$3.42M 11.45% 1
2025
Q1 		$27.2M Buy
902,952
+32,078
+4% +$961K 11.28% 1
2024
Q4 		$26M Buy
870,874
+42,262
+5% +$1.27M 11.15% 2
2024
Q3 		$25.1M Buy
828,612
+18,691
+2% +$561K 10.75% 2
2024
Q2 		$24.1M Buy
809,921
+91,555
+13% +$2.71M 11.01% 2
2024
Q1 		$21.4M Buy
718,366
+93,102
+15% +$2.77M 10.24% 2
2023
Q4 		$18.6M Buy
625,264
+40,778
+7% +$1.2M 9.49% 3
2023
Q3 		$17.1M Buy
584,486
+87,499
+18% +$2.57M 9.4% 3
2023
Q2 		$14.6M Buy
496,987
+14,432
+3% +$426K 7.96% 3
2023
Q1 		$14.3M Buy
482,555
+150,008
+45% +$4.43M 8.21% 3
2022
Q4 		$9.77M Sell
332,547
-1,402
-0.4% -$41K 6.61% 3
2022
Q3 		$9.76M Buy
333,949
+15,319
+5% +$455K 7.56% 3
2022
Q2 		$9.47M Buy
+318,630
New +$9.52M 7.03% 3

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
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
FFM
Flagstone Financial Management Lincoln, Nebraska $447M AUM 16.79% 1-Year Est. Return

Capital Wealth Management's SPSB Position: Q2 2026 in Review

Capital Wealth Management increased its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 4.9% in Q2 2026, buying an estimated $1.71M and bringing the position to 1,227,718 shares worth $36.8M. The position accounts for 8.86% of the portfolio, ranked #2.

Capital Wealth Management first reported a position in SPSB in Q2 2022 and has held it in 17 quarters since. 240 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

  • Capital Wealth Management held 1,227,718 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $36.8M as of Q2 2026.
  • Capital Wealth Management bought 56,973 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2026, an estimated $1.71M.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up 8.86% of Capital Wealth Management's portfolio in Q2 2026, its #2 holding.
  • Capital Wealth Management first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q2 2022 and has held it in 17 quarters since.
  • 240 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on Capital Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.