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

Pacific Capital Wealth 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 		$6.75M Sell
225,004
-37,278
-14% -$1.12M 1.02% 14
2026
Q1 		$7.89M Sell
262,282
-721
-0.3% -$21.8K 1.32% 12
2025
Q4 		$7.94M Sell
263,003
-175
-0.1% -$5.29K 1.36% 13
2025
Q3 		$7.97M Buy
263,178
+39,254
+18% +$1.18M 1.38% 14
2025
Q2 		$6.72M Buy
223,924
+23,262
+12% +$698K 1.23% 13
2025
Q1 		$6.04M Buy
200,662
+115,912
+137% +$3.47M 1.04% 15
2024
Q4 		$2.53M Buy
+84,750
New +$2.54M 0.42% 27

Other funds holding SPSB

RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 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
WFS
Walker Financial Services Bowling Green, Kentucky $323M AUM 8.03% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
SL
SWMG LLC Fort Worth, Texas $424M AUM 23.58% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
CM
Cornerstone Management Duluth, Georgia $695M AUM 12.92% 1-Year Est. Return

Pacific Capital Wealth Advisors's SPSB Position: Q2 2026 in Review

Pacific Capital Wealth Advisors reduced its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 14% in Q2 2026, selling an estimated $1.12M and leaving 225,004 shares worth $6.75M. The position accounts for 1.02% of the portfolio, ranked #14.

Pacific Capital Wealth Advisors first reported a position in SPSB in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.97M in Q3 2025. 103 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

  • Pacific Capital Wealth Advisors held 225,004 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $6.75M as of Q2 2026.
  • Pacific Capital Wealth Advisors sold 37,278 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2026, an estimated $1.12M.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up 1.02% of Pacific Capital Wealth Advisors's portfolio in Q2 2026, its #14 holding.
  • Pacific Capital Wealth Advisors first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Pacific Capital Wealth Advisors's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $7.97M in Q3 2025.
  • 103 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on Pacific Capital Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.