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

Greenwich 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
Q1 		$1.25M Sell
41,555
-1,200
-3% -$36.2K 0.05% 141
2025
Q4 		$1.29M Buy
42,755
+950
+2% +$28.7K 0.06% 139
2025
Q3 		$1.27M Buy
41,805
+725
+2% +$21.9K 0.06% 134
2025
Q2 		$1.24M Buy
41,080
+1,000
+2% +$30K 0.06% 118
2025
Q1 		$1.21M Buy
40,080
+500
+1% +$15K 0.09% 109
2024
Q4 		$1.18M Buy
39,580
+4,350
+12% +$130K 0.08% 107
2024
Q3 		$1.07M Buy
35,230
+9,100
+35% +$273K 0.07% 117
2024
Q2 		$776K Sell
26,130
-466
-2% -$13.8K 0.06% 124
2024
Q1 		$792K Buy
26,596
+666
+3% +$19.8K 0.06% 125
2023
Q4 		$772K Buy
25,930
+1,650
+7% +$48.6K 0.08% 126
2023
Q3 		$712K Buy
24,280
+1,975
+9% +$58K 0.08% 130
2023
Q2 		$657K Sell
22,305
-50
-0.2% -$1.48K 0.07% 139
2023
Q1 		$662K Sell
22,355
-250
-1% -$7.38K 0.07% 140
2022
Q4 		$664K Buy
22,605
+3,100
+16% +$90.7K 0.07% 137
2022
Q3 		$570K Buy
19,505
+255
+1% +$7.57K 0.06% 144
2022
Q2 		$572K Buy
19,250
+150
+0.8% +$4.48K 0.08% 148
2022
Q1 		$575K Sell
19,100
-4,035
-17% -$123K 0.06% 150
2021
Q4 		$716K Sell
23,135
-39,152
-63% -$1.22M 0.06% 135
2021
Q3 		$1.95M Buy
62,287
+11,416
+22% +$357K 0.16% 74
2021
Q2 		$1.59M Sell
50,871
-3,071
-6% -$96.2K 0.14% 82
2021
Q1 		$1.69M Sell
53,942
-13,633
-20% -$427K 0.13% 77
2020
Q4 		$2.12M Buy
67,575
+2,269
+3% +$71.2K 0.18% 65
2020
Q3 		$2.05M Sell
65,306
-983
-1% -$30.8K 0.37% 53
2020
Q2 		$2.08M Buy
66,289
+2,832
+4% +$87.8K 0.4% 48
2020
Q1 		$1.92M Sell
63,457
-623
-1% -$19K 0.41% 41
2019
Q4 		$1.98M Buy
64,080
+7,724
+14% +$238K 0.4% 54
2019
Q3 		$1.74M Buy
56,356
+2,100
+4% +$64.6K 0.34% 58
2019
Q2 		$1.67M Buy
54,256
+21,462
+65% +$656K 0.29% 63
2019
Q1 		$1M Buy
+32,794
New +$995K 0.18% 84

Other funds holding SPSB

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Greenwich Wealth Management's SPSB Position: Q1 2026 in Review

Greenwich Wealth Management reduced its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 2.8% in Q1 2026, selling an estimated $36.2K and leaving 41,555 shares worth $1.25M. The position accounts for 0.05% of the portfolio, ranked #141.

Greenwich Wealth Management first reported a position in SPSB in Q1 2019 and has held it in 29 quarters since. The position peaked at $2.12M in Q4 2020. 571 funds tracked by Wall St. Rank hold SPSB as of Q1 2026.

  • Greenwich Wealth Management held 41,555 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $1.25M as of Q1 2026.
  • Greenwich Wealth Management sold 1,200 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q1 2026, an estimated $36.2K.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.05% of Greenwich Wealth Management's portfolio in Q1 2026, its #141 holding.
  • Greenwich Wealth Management first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q1 2019 and has held it in 29 quarters since.
  • Greenwich Wealth Management's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $2.12M in Q4 2020.
  • 571 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2026.

Based on Greenwich Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.