Private Wealth Group
SPSB icon

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

Private Wealth Group’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
Q3 		$1.69M Sell
57,198
-577
-1% -$17.2K 0.64% 19
2026
Q2 		$1.73M Buy
57,775
+6,022
+12% +$181K 0.67% 22
2026
Q1 		$1.56M Buy
51,753
+1,620
+3% +$48.9K 0.73% 22
2025
Q4 		$1.51M Buy
50,133
+11,878
+31% +$359K 0.73% 23
2025
Q3 		$1.16M Sell
38,255
-5,689
-13% -$172K 0.58% 26
2025
Q2 		$1.33M Buy
43,944
+172
+0.4% +$5.16K 0.71% 20
2025
Q1 		$1.32M Sell
43,772
-3,927
-8% -$118K 0.77% 21
2024
Q4 		$1.42M Sell
47,699
-901
-2% -$27K 0.7% 25
2024
Q3 		$1.47M Sell
48,600
-742
-2% -$22.3K 0.74% 24
2024
Q2 		$1.47M Sell
49,342
-2,006
-4% -$59.4K 0.77% 21
2024
Q1 		$1.53M Buy
51,348
+10,658
+26% +$317K 0.79% 21
2023
Q4 		$1.21M Buy
40,690
+22,025
+118% +$648K 0.69% 24
2023
Q3 		$547K Buy
+18,665
New +$548K 0.36% 37
2020
Q2 		– Sell
-8,943
Closed -$271K – 29
2020
Q1 		$271K Sell
8,943
-8,010
-47% -$245K 0.32% 25
2019
Q4 		$523K Buy
+16,953
New +$523K 0.54% 25

Other funds holding SPSB

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Valmark Advisers
Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
MCF Advisors
MCF Advisors Covington, Kentucky $2.81B AUM 12.54% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Rockwood Wealth Management
Rockwood Wealth Management New Hope, Pennsylvania $1.67B AUM 11.93% 1-Year Est. Return
Gemmer Asset Management
Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return
Rodgers & Associates
Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return
Arkansas Financial Group
Arkansas Financial Group Little Rock, Arkansas $751M AUM 9.21% 1-Year Est. Return

Private Wealth Group's SPSB Position: Q3 2026 in Review

Private Wealth Group reduced its State Street SPDR Portfolio Short Term Corporate Bond Index ETF (SPSB) stake by 1% in Q3 2026, selling an estimated $17.2K and leaving 57,198 shares worth $1.69M. The position accounts for 0.64% of the portfolio, ranked #19.

Private Wealth Group first reported a position in SPSB in Q4 2019 and has held it in 15 quarters since. The position peaked at $1.73M in Q2 2026. 346 funds tracked by Wall St. Rank hold SPSB as of Q3 2026.

  • Private Wealth Group held 57,198 shares of State Street SPDR Portfolio Short Term Corporate Bond Index ETF worth $1.69M as of Q3 2026.
  • Private Wealth Group sold 577 State Street SPDR Portfolio Short Term Corporate Bond Index ETF shares in Q3 2026, an estimated $17.2K.
  • State Street SPDR Portfolio Short Term Corporate Bond Index ETF made up 0.64% of Private Wealth Group's portfolio in Q3 2026, its #19 holding.
  • Private Wealth Group first reported a position in State Street SPDR Portfolio Short Term Corporate Bond Index ETF in Q4 2019 and has held it in 15 quarters since.
  • Private Wealth Group's State Street SPDR Portfolio Short Term Corporate Bond Index ETF position peaked at $1.73M in Q2 2026.
  • 346 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond Index ETF as of Q3 2026.

Based on Private Wealth Group's 13F filing for Q3 2026, filed 19 Oct 2026.