Commonwealth Financial Services
SPSB icon

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
Q3 		$495K Sell
16,738
-8,900
-35% -$266K 0.09% 120
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

Gemmer Asset Management
Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return
Rodgers & Associates
Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return
Quattro Financial Advisors
Quattro Financial Advisors The Woodlands, Texas $483M AUM 11.42% 1-Year Est. Return
Cherry Tree Wealth Management
Cherry Tree Wealth Management Minnetonka, Minnesota $531M AUM 9.26% 1-Year Est. Return
Cedar Mountain Advisors
Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return
Woodside Wealth Management
Woodside Wealth Management Framingham, Massachusetts $146M AUM 13.89% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Cornerstone Management
Cornerstone Management Duluth, Georgia $673M AUM 7.67% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $474M AUM 20.45% 1-Year Est. Return

Commonwealth Financial Services's SPSB Position: Q3 2026 in Review

Commonwealth Financial Services reduced its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 35% in Q3 2026, selling an estimated $266K and leaving 16,738 shares worth $495K. The position accounts for 0.09% of the portfolio, ranked #120.

Commonwealth Financial Services first reported a position in SPSB in Q3 2025 and has held it in 5 quarters since. The position peaked at $769K in Q2 2026. 133 funds tracked by Wall St. Rank hold SPSB as of Q3 2026.

  • Commonwealth Financial Services held 16,738 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $495K as of Q3 2026.
  • Commonwealth Financial Services sold 8,900 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q3 2026, an estimated $266K.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.09% of Commonwealth Financial Services's portfolio in Q3 2026, its #120 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 5 quarters since.
  • Commonwealth Financial Services's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $769K in Q2 2026.
  • 133 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q3 2026.

Based on Commonwealth Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.