N.E.W. Advisory Services’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

N.E.W. Advisory Services’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	$4.74M	Buy	158,062 +7,550	+5%	+$227K	0.32%	48
2026 Q1	$4.53M	Sell	150,512 -759	-0.5%	-$22.9K	0.34%	45
2025 Q4	$4.57M	Buy	151,271 +143,977	+1,974%	+$4.35M	0.34%	49
2025 Q3	$221K	Sell	7,294 -324	-4%	-$9.77K	0.02%	175
2025 Q2	$230K	Sell	7,618 -245,222	-97%	-$7.36M	0.02%	170
2025 Q1	$7.61M	Buy	252,840 +111,339	+79%	+$3.34M	0.58%	38
2024 Q4	$4.23M	Buy	141,501 +1,109	+0.8%	+$33.2K	0.4%	43
2024 Q3	$4.25M	Buy	140,392 +6,618	+5%	+$199K	0.42%	38
2024 Q2	$3.97M	Buy	133,774 +17,694	+15%	+$524K	0.43%	37
2024 Q1	$3.46M	Buy	116,080 +2,121	+2%	+$63.1K	0.38%	39
2023 Q4	$3.39M	Buy	113,959 +153	+0.1%	+$4.5K	0.41%	39
2023 Q3	$3.34M	Buy	113,806 +2,740	+2%	+$80.5K	0.47%	35
2023 Q2	$3.27M	Buy	111,066 +4,140	+4%	+$122K	0.46%	31
2023 Q1	$3.17M	Buy	106,926 +9,032	+9%	+$266K	0.46%	31
2022 Q4	$2.88M	Sell	97,894 -846	-0.9%	-$24.8K	0.45%	30
2022 Q3	$2.88M	Sell	98,740 -1,921	-2%	-$57K	0.52%	31
2022 Q2	$2.99M	Buy	100,661 +21,506	+27%	+$643K	0.52%	28
2022 Q1	$2.47M	Sell	79,155 -20,274	-20%	-$619K	0.47%	32
2021 Q4	$3.08M	Buy	99,429 +927	+0.9%	+$28.8K	0.47%	29
2021 Q3	$3.08M	Buy	98,502 +7,291	+8%	+$228K	0.5%	27
2021 Q2	$2.86M	Buy	91,211 +9,165	+11%	+$287K	0.48%	29
2021 Q1	$2.57M	Buy	82,046 +13,279	+19%	+$416K	0.48%	31
2020 Q4	$2.16M	Buy	68,767 +2,747	+4%	+$86.2K	0.45%	35
2020 Q3	$2.07M	Sell	66,020 -1,315	-2%	-$41.3K	0.58%	31
2020 Q2	$2.11M	Buy	+67,335	New	+$2.09M	0.66%	31
2019 Q4	$1.45M	Buy	+46,884	New	+$1.45M	0.47%	33

Other funds holding SPSB

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

RWM

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

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return

AFG

Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return

N.E.W. Advisory Services's SPSB Position: Q2 2026 in Review

N.E.W. Advisory Services increased its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 5% in Q2 2026, buying an estimated $227K and bringing the position to 158,062 shares worth $4.74M. The position accounts for 0.32% of the portfolio, ranked #48.

N.E.W. Advisory Services first reported a position in SPSB in Q4 2019 and has held it in 26 quarters since. The position peaked at $7.61M in Q1 2025. 415 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

N.E.W. Advisory Services held 158,062 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $4.74M as of Q2 2026.
N.E.W. Advisory Services bought 7,550 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2026, an estimated $227K.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.32% of N.E.W. Advisory Services's portfolio in Q2 2026, its #48 holding.
N.E.W. Advisory Services first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2019 and has held it in 26 quarters since.
N.E.W. Advisory Services's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $7.61M in Q1 2025.
415 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.