Private Wealth Asset Management’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Private Wealth Asset Management’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	$390K	Sell	13,000 -6,000	-32%	-$180K	0.04%	198
2026 Q1	$571K	Sell	19,000 -1,100	-5%	-$33.2K	0.06%	157
2025 Q4	$607K	Hold	20,100	–	–	0.07%	155
2025 Q3	$609K	Buy	20,100 +11,000	+121%	+$332K	0.07%	147
2025 Q2	$275K	Buy	9,100 +1,000	+12%	+$30K	0.04%	207
2025 Q1	$244K	Buy	+8,100	New	+$243K	0.04%	205

Other funds holding SPSB

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 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

Private Wealth Asset Management's SPSB Position: Q2 2026 in Review

Private Wealth Asset Management reduced its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 32% in Q2 2026, selling an estimated $180K and leaving 13,000 shares worth $390K. The position accounts for 0.04% of the portfolio, ranked #198.

Private Wealth Asset Management first reported a position in SPSB in Q1 2025 and has held it in 6 quarters since. The position peaked at $609K in Q3 2025. 571 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

Private Wealth Asset Management held 13,000 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $390K as of Q2 2026.
Private Wealth Asset Management sold 6,000 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2026, an estimated $180K.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.04% of Private Wealth Asset Management's portfolio in Q2 2026, its #198 holding.
Private Wealth Asset Management first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q1 2025 and has held it in 6 quarters since.
Private Wealth Asset Management's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $609K in Q3 2025.
571 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.