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NWAM LLC’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

NWAM LLC’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 		$276K Buy
+9,209
New +$276K 0.01% 583
2021
Q2 		– Sell
-9,927
Closed -$311K – 519
2021
Q1 		$311K Buy
+9,927
New +$311K 0.03% 373

Other funds holding SPSB

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

NWAM LLC's SPSB Position: Q2 2026 in Review

NWAM LLC opened a new position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q2 2026: 9,209 shares worth $276K. The stake represents 0.01% of the portfolio and ranks #583 among its holdings. This is a return to the name: NWAM LLC previously reported a position in SPSB as recently as Q1 2021.

NWAM LLC first reported a position in SPSB in Q1 2021 and has held it in 2 quarters since. The position peaked at $311K in Q1 2021. 574 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

  • NWAM LLC held 9,209 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $276K as of Q2 2026.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF was a new NWAM LLC position in Q2 2026.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.01% of NWAM LLC's portfolio in Q2 2026, its #583 holding.
  • NWAM LLC first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q1 2021 and has held it in 2 quarters since.
  • NWAM LLC's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $311K in Q1 2021.
  • 574 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on NWAM LLC's 13F filing for Q2 2026, filed 23 Jul 2026.