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Commonwealth Financial Services’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Commonwealth Financial Services’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 		$769K Buy
25,638
+1,469
+6% +$44.1K 0.1% 117
2026
Q1 		$727K Buy
24,169
+2,576
+12% +$77.8K 0.12% 98
2025
Q4 		$652K Buy
21,593
+956
+5% +$28.9K 0.11% 105
2025
Q3 		$625K Buy
+20,637
New +$623K 0.11% 102

Other funds holding SPSB

RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 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
WFS
Walker Financial Services Bowling Green, Kentucky $323M AUM 8.03% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
SL
SWMG LLC Fort Worth, Texas $424M AUM 23.58% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
CM
Cornerstone Management Duluth, Georgia $695M AUM 12.92% 1-Year Est. Return

Commonwealth Financial Services's SPSB Position: Q2 2026 in Review

Commonwealth Financial Services increased its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 6.1% in Q2 2026, buying an estimated $44.1K and bringing the position to 25,638 shares worth $769K. The position accounts for 0.1% of the portfolio, ranked #117.

Commonwealth Financial Services first reported a position in SPSB in Q3 2025 and has held it in 4 quarters since. 103 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

  • Commonwealth Financial Services held 25,638 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $769K as of Q2 2026.
  • Commonwealth Financial Services bought 1,469 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2026, an estimated $44.1K.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.1% of Commonwealth Financial Services's portfolio in Q2 2026, its #117 holding.
  • Commonwealth Financial Services first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 103 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on Commonwealth Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.