CWM
SPSB icon

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

Cooke 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 		$7.76M Buy
258,544
+3,180
+1% +$95.4K 6.35% 3
2026
Q1 		$7.68M Buy
255,364
+23,733
+10% +$716K 6.8% 3
2025
Q4 		$7M Buy
+231,631
New +$7M 6.11% 4

Other funds holding SPSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
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
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 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

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

Cooke Wealth Management increased its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 1.2% in Q2 2026, buying an estimated $95.4K and bringing the position to 258,544 shares worth $7.76M. The position accounts for 6.35% of the portfolio, ranked #3.

Cooke Wealth Management first reported a position in SPSB in Q4 2025 and has held it in 3 quarters since. 331 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

  • Cooke Wealth Management held 258,544 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $7.76M as of Q2 2026.
  • Cooke Wealth Management bought 3,180 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2026, an estimated $95.4K.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up 6.35% of Cooke Wealth Management's portfolio in Q2 2026, its #3 holding.
  • Cooke Wealth 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.
  • 331 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on Cooke Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.