JWCA
SPSB icon

J.W. Cole Advisors’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

J.W. Cole Advisors’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 		$695K Sell
23,161
-355
-2% -$10.7K 0.01% 887
2026
Q1 		$707K Buy
23,516
+493
+2% +$14.9K 0.02% 451
2025
Q4 		$680K Buy
23,023
+3,308
+17% +$100K 0.02% 782
2025
Q3 		$597K Sell
19,715
-108
-0.5% -$3.26K 0.01% 926
2025
Q2 		$598K Buy
19,823
+3,741
+23% +$112K 0.01% 856
2025
Q1 		$484K Buy
16,082
+1,435
+10% +$43K 0.02% 779
2024
Q4 		$437K Sell
14,647
-658
-4% -$19.7K 0.02% 648
2024
Q3 		$463K Sell
15,305
-4,152
-21% -$125K 0.02% 623
2024
Q2 		$578K Buy
19,457
+6,111
+46% +$181K 0.03% 489
2024
Q1 		$397K Sell
13,346
-606
-4% -$18K 0.02% 595
2023
Q4 		$415K Buy
13,952
+210
+2% +$6.18K 0.02% 542
2023
Q3 		$403K Buy
13,742
+792
+6% +$23.3K 0.03% 471
2023
Q2 		$381K Buy
12,950
+554
+4% +$16.4K 0.03% 504
2023
Q1 		$367K Buy
12,396
+1,151
+10% +$34K 0.03% 534
2022
Q4 		$330K Sell
11,245
-360
-3% -$10.5K 0.03% 527
2022
Q3 		$339K Buy
11,605
+611
+6% +$18.1K 0.03% 493
2022
Q2 		$327K Buy
10,994
+4,053
+58% +$121K 0.03% 527
2022
Q1 		$209K Buy
6,941
+8
+0.1% +$244 0.01% 736
2021
Q4 		$215K Buy
+6,933
New +$215K 0.01% 760
2021
Q3 		– Sell
-7,250
Closed -$227K – 731
2021
Q2 		$227K Buy
7,250
+204
+3% +$6.39K 0.02% 665
2021
Q1 		$221K Sell
7,046
-401
-5% -$12.6K 0.02% 601
2020
Q4 		$234K Buy
+7,447
New +$234K 0.02% 554

Other funds holding SPSB

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

J.W. Cole Advisors's SPSB Position: Q2 2026 in Review

J.W. Cole Advisors reduced its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 1.5% in Q2 2026, selling an estimated $10.7K and leaving 23,161 shares worth $695K. The position accounts for 0.01% of the portfolio, ranked #887.

J.W. Cole Advisors first reported a position in SPSB in Q4 2020 and has held it in 22 quarters since. The position peaked at $707K in Q1 2026. 249 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

  • J.W. Cole Advisors held 23,161 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $695K as of Q2 2026.
  • J.W. Cole Advisors sold 355 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2026, an estimated $10.7K.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #887 holding.
  • J.W. Cole Advisors first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2020 and has held it in 22 quarters since.
  • J.W. Cole Advisors's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $707K in Q1 2026.
  • 249 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.