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

FWL Investment 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	$1.14K	Sell	38 -14	-27%	-$420	﹤0.01%	465
2026 Q1	$1.56K	Hold	52	–	–	﹤0.01%	326
2025 Q4	$1.57K	Hold	52	–	–	﹤0.01%	344
2025 Q3	$1.57K	Hold	52	–	–	﹤0.01%	317
2025 Q2	$1.57K	Hold	52	–	–	﹤0.01%	301
2025 Q1	$1.56K	Buy	+52	New	+$1.56K	﹤0.01%	279
2024 Q2	–	Sell	-200	Closed	-$5.95K	–	270
2024 Q1	$5.95K	Hold	200	–	–	﹤0.01%	186
2023 Q4	$5.96K	Hold	200	–	–	﹤0.01%	185
2023 Q3	$5.86K	Buy	+200	New	+$5.87K	﹤0.01%	158
2023 Q1	–	Sell	-1,241	Closed	-$36.5K	–	178
2022 Q4	$36.5K	Buy	+1,241	New	+$36.3K	0.03%	99

Other funds holding SPSB

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

FWL Investment Management's SPSB Position: Q2 2026 in Review

FWL Investment Management reduced its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 27% in Q2 2026, selling an estimated $420 and leaving 38 shares worth $1.14K. The position accounts for ﹤0.01% of the portfolio, ranked #465.

FWL Investment Management first reported a position in SPSB in Q4 2022 and has held it in 10 quarters since. The position peaked at $36.5K in Q4 2022. 574 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

FWL Investment Management held 38 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $1.14K as of Q2 2026.
FWL Investment Management sold 14 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2026, an estimated $420.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up ﹤0.01% of FWL Investment Management's portfolio in Q2 2026, its #465 holding.
FWL Investment Management first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2022 and has held it in 10 quarters since.
FWL Investment Management's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $36.5K in Q4 2022.
574 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on FWL Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.