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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$541K Buy
18,039
+370
+2% +$11.1K 0.05% 289
2026
Q1
$531K Sell
17,669
-8,034
-31% -$243K 0.06% 278
2025
Q4
$776K Buy
25,703
+302
+1% +$9.13K 0.09% 215
2025
Q3
$769K Buy
25,401
+1,074
+4% +$32.4K 0.09% 216
2025
Q2
$734K Buy
24,327
+902
+4% +$27.1K 0.09% 219
2025
Q1
$705K Buy
23,425
+6,880
+42% +$206K 0.09% 203
2024
Q4
$494K Sell
16,545
-23
-0.1% -$689 0.06% 265
2024
Q3
$502K Sell
16,568
-1,797
-10% -$53.9K 0.06% 252
2024
Q2
$545K Buy
18,365
+427
+2% +$12.7K 0.07% 231
2024
Q1
$534K Buy
17,938
+301
+2% +$8.96K 0.06% 235
2023
Q4
$525K Buy
17,637
+3,003
+21% +$88.4K 0.07% 205
2023
Q3
$429K Buy
14,634
+2,101
+17% +$61.7K 0.07% 218
2023
Q2
$369K Buy
12,533
+600
+5% +$17.7K 0.05% 251
2023
Q1
$354K Buy
11,933
+2,621
+28% +$77.3K 0.05% 244
2022
Q4
$274K Buy
9,312
+981
+12% +$28.7K 0.04% 266
2022
Q3
$243K Buy
8,331
+54
+0.7% +$1.6K 0.04% 269
2022
Q2
$246K Sell
8,277
-12
-0.1% -$359 0.04% 266
2022
Q1
$250K Sell
8,289
-984
-11% -$30K 0.03% 305
2021
Q4
$287K Sell
9,273
-498
-5% -$15.5K 0.04% 313
2021
Q3
$305K Sell
9,771
-1,699
-15% -$53.1K 0.04% 300
2021
Q2
$359K Sell
11,470
-369
-3% -$11.6K 0.05% 273
2021
Q1
$371K Sell
11,839
-1,190
-9% -$37.3K 0.05% 248
2020
Q4
$409K Sell
13,029
-996
-7% -$31.2K 0.06% 229
2020
Q3
$440K Sell
14,025
-2,187
-13% -$68.6K 0.08% 200
2020
Q2
$508K Buy
16,212
+16
+0.1% +$496 0.1% 153
2020
Q1
$490K Sell
16,196
-988
-6% -$30.2K 0.1% 163
2019
Q4
$530K Sell
17,184
-41,276
-71% -$1.27M 0.1% 206
2019
Q3
$1.8M Buy
58,460
+4,605
+9% +$142K 0.37% 74
2019
Q2
$1.66M Buy
53,855
+1,260
+2% +$38.5K 0.34% 88
2019
Q1
$1.61M Buy
52,595
+7,638
+17% +$232K 0.35% 85
2018
Q4
$1.35M Buy
44,957
+3,011
+7% +$90.6K 0.37% 84
2018
Q3
$1.27M Buy
+41,946
New +$1.27M 0.26% 99
2018
Q2
Sell
-35,231
Closed -$1.06M 334
2018
Q1
$1.06M Buy
35,231
+4,026
+13% +$122K 0.26% 105
2017
Q4
$949K Buy
31,205
+1,875
+6% +$57.3K 0.22% 123
2017
Q3
$900K Sell
29,330
-291
-1% -$8.93K 0.23% 120
2017
Q2
$908K Buy
29,621
+446
+2% +$13.7K 0.24% 117
2017
Q1
$893K Sell
29,175
-109
-0.4% -$3.33K 0.24% 121
2016
Q4
$894K Buy
29,284
+719
+3% +$22K 0.25% 110
2016
Q3
$879K Buy
28,565
+694
+2% +$21.4K 0.25% 119
2016
Q2
$858K Buy
27,871
+1,814
+7% +$55.6K 0.25% 127
2016
Q1
$798K Sell
26,057
-8
-0% -$243 0.25% 129
2015
Q4
$792K Sell
26,065
-8,969
-26% -$274K 0.24% 124
2015
Q3
$1.07M Buy
35,034
+259
+0.7% +$7.91K 0.36% 81
2015
Q2
$1.06M Sell
34,775
-157
-0.4% -$4.82K 0.29% 106
2015
Q1
$1.07M Buy
34,932
+4,638
+15% +$142K 0.3% 102
2014
Q4
$926K Buy
30,294
+7,320
+32% +$225K 0.24% 127
2014
Q3
$705K Buy
22,974
+680
+3% +$20.9K 0.19% 151
2014
Q2
$687K Hold
22,294
0.18% 161
2014
Q1
$686K Buy
22,294
+4,550
+26% +$140K 0.19% 144
2013
Q4
$545K Buy
17,744
+7,562
+74% +$232K 0.15% 173
2013
Q3
$313K Buy
10,182
+2,191
+27% +$67.1K 0.1% 199
2013
Q2
$244K Buy
+7,991
New +$246K 0.08% 203

Other funds holding SPSB

Sheets Smith Wealth Management's SPSB Position: Q2 2026 in Review

Sheets Smith Wealth Management increased its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 2.1% in Q2 2026, buying an estimated $11.1K and bringing the position to 18,039 shares worth $541K. The position accounts for 0.05% of the portfolio, ranked #289.

Sheets Smith Wealth Management first reported a position in SPSB in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.8M in Q3 2019. 572 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

  • Sheets Smith Wealth Management held 18,039 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $541K as of Q2 2026.
  • Sheets Smith Wealth Management bought 370 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2026, an estimated $11.1K.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.05% of Sheets Smith Wealth Management's portfolio in Q2 2026, its #289 holding.
  • Sheets Smith Wealth Management first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q2 2013 and has held it in 52 quarters since.
  • Sheets Smith Wealth Management's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $1.8M in Q3 2019.
  • 572 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

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