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

Rockwood Wealth 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	$76.8M	Buy	2,559,277 +151,122	+6%	+$4.53M	4.85%	6
2026 Q1	$72.4M	Buy	2,408,155 +167,613	+7%	+$5.06M	5.18%	5
2025 Q4	$67.7M	Buy	2,240,542 +107,839	+5%	+$3.26M	5.05%	5
2025 Q3	$64.6M	Buy	2,132,703 +89,156	+4%	+$2.69M	5.16%	4
2025 Q2	$61.7M	Buy	2,043,547 +69,574	+4%	+$2.09M	5.43%	4
2025 Q1	$59.4M	Buy	1,973,973 +183,130	+10%	+$5.49M	6.06%	4
2024 Q4	$53.5M	Buy	1,790,843 +1,726,599	+2,688%	+$51.7M	5.77%	4
2024 Q3	$1.95M	Sell	64,244 -240	-0.4%	-$7.2K	0.21%	26
2024 Q2	$1.92M	Sell	64,484 -21,507	-25%	-$637K	0.23%	27
2024 Q1	$2.56M	Buy	85,991 +20,842	+32%	+$620K	0.33%	20
2023 Q4	$1.94M	Sell	65,149 -5,601	-8%	-$165K	0.28%	21
2023 Q3	$2.07M	Sell	70,750 -6,603	-9%	-$194K	0.35%	19
2023 Q2	$2.28M	Sell	77,353 -493	-0.6%	-$14.6K	0.39%	19
2023 Q1	$2.31M	Sell	77,846 -479	-0.6%	-$14.1K	0.46%	18
2022 Q4	$2.3M	Buy	78,325 +60,573	+341%	+$1.77M	0.54%	16
2022 Q3	$519K	Buy	+17,752	New	+$527K	0.17%	37

Other funds holding SPSB

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

FFM

Flagstone Financial Management Lincoln, Nebraska $447M AUM 16.79% 1-Year Est. Return

Rockwood Wealth Management's SPSB Position: Q2 2026 in Review

Rockwood Wealth Management increased its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 6.3% in Q2 2026, buying an estimated $4.53M and bringing the position to 2,559,277 shares worth $76.8M. The position accounts for 4.85% of the portfolio, ranked #6.

Rockwood Wealth Management first reported a position in SPSB in Q3 2022 and has held it in 16 quarters since. 270 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

Rockwood Wealth Management held 2,559,277 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $76.8M as of Q2 2026.
Rockwood Wealth Management bought 151,122 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2026, an estimated $4.53M.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up 4.85% of Rockwood Wealth Management's portfolio in Q2 2026, its #6 holding.
Rockwood Wealth Management first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q3 2022 and has held it in 16 quarters since.
270 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on Rockwood Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.