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

Empirical 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	$6.71M	Buy	223,676 +34,730	+18%	+$1.04M	0.1%	129
2026 Q1	$5.68M	Sell	188,946 -3,170	-2%	-$95.7K	0.1%	135
2025 Q4	$5.8M	Buy	192,116 +621	+0.3%	+$18.8K	0.1%	132
2025 Q3	$5.8M	Sell	191,495 -21,304	-10%	-$643K	0.12%	124
2025 Q2	$6.42M	Sell	212,799 -13,117	-6%	-$394K	0.15%	113
2025 Q1	$6.8M	Sell	225,916 -24,040	-10%	-$720K	0.17%	105
2024 Q4	$7.46M	Buy	249,956 +50,481	+25%	+$1.51M	0.2%	99
2024 Q3	$6.04M	Sell	199,475 -10,750	-5%	-$323K	0.17%	108
2024 Q2	$6.24M	Sell	210,225 -3,098	-1%	-$91.8K	0.19%	101
2024 Q1	$6.35M	Sell	213,323 -16,693	-7%	-$497K	0.19%	99
2023 Q4	$6.85M	Sell	230,016 -13,270	-5%	-$391K	0.23%	87
2023 Q3	$7.13M	Sell	243,286 -61,705	-20%	-$1.81M	0.28%	74
2023 Q2	$8.98M	Sell	304,991 -2,037	-0.7%	-$60.1K	0.36%	58
2023 Q1	$9.1M	Sell	307,028 -101,403	-25%	-$2.99M	0.39%	50
2022 Q4	$12M	Sell	408,431 -172,943	-30%	-$5.06M	0.57%	36
2022 Q3	$17M	Buy	581,374 +217,901	+60%	+$6.47M	0.89%	24
2022 Q2	$10.8M	Buy	363,473 +224,378	+161%	+$6.71M	0.57%	39
2022 Q1	$4.19M	Buy	139,095 +12,804	+10%	+$391K	0.21%	77
2021 Q4	$3.91M	Sell	126,291 -4,506	-3%	-$140K	0.2%	85
2021 Q3	$4.09M	Sell	130,797 -5,669	-4%	-$177K	0.23%	78
2021 Q2	$4.27M	Sell	136,466 -9,227	-6%	-$289K	0.26%	65
2021 Q1	$4.56M	Buy	145,693 +13,083	+10%	+$410K	0.37%	50
2020 Q4	$4.16M	Sell	132,610 -6,541	-5%	-$205K	0.32%	52
2020 Q3	$4.37M	Sell	139,151 -2,670	-2%	-$83.8K	0.37%	47
2020 Q2	$4.45M	Sell	141,821 -17,572	-11%	-$545K	0.41%	42
2020 Q1	$4.82M	Buy	159,393 +83,317	+110%	+$2.55M	0.53%	35
2019 Q4	$2.35M	Buy	76,076 +1,271	+2%	+$39.2K	0.26%	59
2019 Q3	$2.31M	Sell	74,805 -5,140	-6%	-$158K	0.28%	55
2019 Q2	$2.46M	Sell	79,945 -6,953	-8%	-$212K	0.32%	48
2019 Q1	$2.65M	Buy	86,898 +2,148	+3%	+$65.2K	0.39%	38
2018 Q4	$2.55M	Buy	84,750 +6,640	+9%	+$200K	0.43%	34
2018 Q3	$2.36M	Buy	78,110 +17,027	+28%	+$514K	0.42%	29
2018 Q2	$1.84M	Buy	61,083 +31,518	+107%	+$950K	0.34%	36
2018 Q1	$893K	Buy	29,565 +4,730	+19%	+$143K	0.18%	66
2017 Q4	$755K	Sell	24,835 -241	-1%	-$7.36K	0.16%	66
2017 Q3	$769K	Buy	25,076 +371	+2%	+$11.4K	0.18%	65
2017 Q2	$757K	Hold	24,705	–	–	0.18%	61
2017 Q1	$756K	Sell	24,705 -12,597	-34%	-$385K	0.19%	60
2016 Q4	$1.14M	Sell	37,302 -10,627	-22%	-$325K	0.28%	41
2016 Q3	$1.48M	Sell	47,929 -1,500	-3%	-$46.1K	0.39%	32
2016 Q2	$1.52M	Sell	49,429 -1,130	-2%	-$34.6K	0.4%	31
2016 Q1	$1.55M	Buy	50,559 +6,500	+15%	+$198K	0.37%	33
2015 Q4	$1.34M	Buy	44,059 +7,996	+22%	+$244K	0.33%	42
2015 Q3	$1.1M	Buy	36,063 +20,936	+138%	+$639K	0.26%	49
2015 Q2	$463K	Buy	15,127 +51	+0.3%	+$1.56K	0.11%	79
2015 Q1	$464K	Buy	15,076 +61	+0.4%	+$1.87K	0.11%	69
2014 Q4	$459K	Buy	15,015 +45	+0.3%	+$1.38K	0.11%	70
2014 Q3	$459K	Sell	14,970 -4,816	-24%	-$148K	0.11%	71
2014 Q2	$610K	Buy	19,786 +4,901	+33%	+$151K	0.15%	62
2014 Q1	$458K	Sell	14,885 -2,881	-16%	-$88.6K	0.12%	68
2013 Q4	$545K	Buy	17,766 +2,998	+20%	+$92.2K	0.15%	62
2013 Q3	$454K	Buy	+14,768	New	+$452K	0.14%	66

Other funds holding SPSB

RWM

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

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

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

Empirical Wealth Management increased its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 18% in Q2 2026, buying an estimated $1.04M and bringing the position to 223,676 shares worth $6.71M. The position accounts for 0.1% of the portfolio, ranked #129.

Empirical Wealth Management first reported a position in SPSB in Q3 2013 and has held it in 52 quarters since. The position peaked at $17M in Q3 2022. 256 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

Empirical Wealth Management held 223,676 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $6.71M as of Q2 2026.
Empirical Wealth Management bought 34,730 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2026, an estimated $1.04M.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.1% of Empirical Wealth Management's portfolio in Q2 2026, its #129 holding.
Empirical Wealth Management first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q3 2013 and has held it in 52 quarters since.
Empirical Wealth Management's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $17M in Q3 2022.
256 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.