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 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 $147B AUM 18.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

FWL Investment Management's SPSB Position: Q1 2026 in Review

FWL Investment Management held its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) position steady in Q1 2026 at 52 shares worth $1.56K. The position accounts for ﹤0.01% of the portfolio, ranked #326.

FWL Investment Management first reported a position in SPSB in Q4 2022 and has held it in 9 quarters since. The position peaked at $36.5K in Q4 2022. 570 funds tracked by Wall St. Rank hold SPSB as of Q1 2026.

FWL Investment Management held 52 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $1.56K as of Q1 2026.
FWL Investment Management left its State Street SPDR Portfolio Short Term Corporate Bond ETF share count unchanged in Q1 2026.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up ﹤0.01% of FWL Investment Management's portfolio in Q1 2026, its #326 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 9 quarters since.
FWL Investment Management's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $36.5K in Q4 2022.
570 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2026.

Based on FWL Investment Management's 13F filing for Q1 2026, filed 15 May 2026.