GS
SPSB icon

GWN Securities’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

GWN Securities’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 		$1.02M Buy
33,982
+1,355
+4% +$40.9K 0.2% 125
2025
Q4 		$985K Buy
32,627
+1,647
+5% +$49.8K 0.2% 120
2025
Q3 		$939K Sell
30,980
-41,974
-58% -$1.27M 0.22% 112
2025
Q2 		$2.2M Buy
72,954
+41,103
+129% +$1.23M 0.41% 60
2025
Q1 		$959K Buy
31,851
+17,248
+118% +$517K 0.05% 311
2024
Q4 		$436K Buy
+14,603
New +$438K 0.12% 181

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

GWN Securities's SPSB Position: Q1 2026 in Review

GWN Securities increased its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 4.2% in Q1 2026, buying an estimated $40.9K and bringing the position to 33,982 shares worth $1.02M. The position accounts for 0.2% of the portfolio, ranked #125.

GWN Securities first reported a position in SPSB in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.2M in Q2 2025. 570 funds tracked by Wall St. Rank hold SPSB as of Q1 2026.

  • GWN Securities held 33,982 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $1.02M as of Q1 2026.
  • GWN Securities bought 1,355 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q1 2026, an estimated $40.9K.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.2% of GWN Securities's portfolio in Q1 2026, its #125 holding.
  • GWN Securities first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • GWN Securities's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $2.2M in Q2 2025.
  • 570 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2026.

Based on GWN Securities's 13F filing for Q1 2026, filed 15 May 2026.