NewSquare Capital’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

NewSquare Capital’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	$1.02M	Buy	+33,993	New	+$1.02M	0.08%	146
2025 Q2	–	Sell	-247,635	Closed	-$7.45M	–	1366
2025 Q1	$7.45M	Buy	247,635 +247,615	+1,238,075%	+$7.42M	0.61%	45
2024 Q4	$597	Buy	+20	New	+$599	﹤0.01%	695
2024 Q3	–	Sell	-235,395	Closed	-$6.99M	–	382
2024 Q2	$6.99M	Sell	235,395 -1,345	-0.6%	-$39.8K	0.6%	52
2024 Q1	$7.05M	Sell	236,740 -6,015	-2%	-$179K	0.62%	51
2023 Q4	$7.23M	Buy	242,755 +242,397	+67,709%	+$7.13M	0.69%	44
2023 Q3	$10.5K	Hold	358	–	–	﹤0.01%	308
2023 Q2	$10.5K	Sell	358 -251,198	-100%	-$7.42M	﹤0.01%	337
2023 Q1	$7.45M	Sell	251,556 -13,232	-5%	-$390K	0.88%	27
2022 Q4	$7.78M	Sell	264,788 -2	-0%	-$59	0.97%	26
2022 Q3	$7.74M	Sell	264,790 -31,424	-11%	-$933K	0.97%	27
2022 Q2	$8.81M	Buy	296,214 +269,575	+1,012%	+$8.06M	1.13%	20
2022 Q1	$803K	Buy	+26,639	New	+$813K	0.09%	131
2016 Q4	–	Sell	-355	Closed	-$11K	–	434
2016 Q3	$11K	Hold	355	–	–	﹤0.01%	250
2016 Q2	$11K	Hold	355	–	–	﹤0.01%	255
2016 Q1	$11K	Sell	355 -435,850	-100%	-$13.3M	﹤0.01%	282
2015 Q4	$13.3M	Buy	436,205 +36,132	+9%	+$1.1M	3.71%	11
2015 Q3	$12.2M	Buy	400,073 +138,485	+53%	+$4.23M	3.6%	12
2015 Q2	$8.01M	Buy	+261,588	New	+$8.02M	2.37%	11

Other funds holding SPSB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

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

NewSquare Capital's SPSB Position: Q2 2026 in Review

NewSquare Capital opened a new position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q2 2026: 33,993 shares worth $1.02M. The stake represents 0.08% of the portfolio and ranks #146 among its holdings. This is a return to the name: NewSquare Capital previously reported a position in SPSB as recently as Q1 2025.

NewSquare Capital first reported a position in SPSB in Q2 2015 and has held it in 19 quarters since. The position peaked at $13.3M in Q4 2015. 279 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

NewSquare Capital held 33,993 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $1.02M as of Q2 2026.
State Street SPDR Portfolio Short Term Corporate Bond ETF was a new NewSquare Capital position in Q2 2026.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.08% of NewSquare Capital's portfolio in Q2 2026, its #146 holding.
NewSquare Capital first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q2 2015 and has held it in 19 quarters since.
NewSquare Capital's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $13.3M in Q4 2015.
279 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on NewSquare Capital's 13F filing for Q2 2026, filed 28 Jul 2026.