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Private Wealth Group’s State Street SPDR Portfolio Short Term Corporate Bond 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
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

RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
RA
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
WFS
Walker Financial Services Bowling Green, Kentucky $323M AUM 8.03% 1-Year Est. Return

Private Wealth Group's SPSB Position: Q2 2026 in Review

Private Wealth Group increased its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 12% in Q2 2026, buying an estimated $181K and bringing the position to 57,775 shares worth $1.73M. The position accounts for 0.67% of the portfolio, ranked #22.

Private Wealth Group first reported a position in SPSB in Q4 2019 and has held it in 14 quarters since. 256 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

  • Private Wealth Group held 57,775 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $1.73M as of Q2 2026.
  • Private Wealth Group bought 6,022 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2026, an estimated $181K.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.67% of Private Wealth Group's portfolio in Q2 2026, its #22 holding.
  • Private Wealth Group first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2019 and has held it in 14 quarters since.
  • 256 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on Private Wealth Group's 13F filing for Q2 2026, filed 8 Jul 2026.