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SWMG LLC’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

SWMG LLC’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 		$24M Buy
802,312
+93,293
+13% +$2.8M 5.65% 3
2026
Q1 		$21.3M Buy
709,019
+33,835
+5% +$1.02M 6.09% 3
2025
Q4 		$20.4M Buy
675,184
+74,290
+12% +$2.25M 5.67% 6
2025
Q3 		$18.2M Buy
600,894
+124,152
+26% +$3.75M 5.51% 4
2025
Q2 		$14.4M Sell
476,742
-96,457
-17% -$2.89M 4.83% 5
2025
Q1 		$17.2M Buy
573,199
+184,756
+48% +$5.53M 6.84% 2
2024
Q4 		$11.6M Buy
388,443
+25,893
+7% +$776K 4.63% 3
2024
Q3 		$10.9M Buy
362,550
+69,649
+24% +$2.09M 4.48% 3
2024
Q2 		$8.7M Buy
292,901
+65,434
+29% +$1.94M 3.87% 6
2024
Q1 		$6.77M Buy
227,467
+175,728
+340% +$5.23M 3.05% 6
2023
Q4 		$1.54M Buy
51,739
+32,296
+166% +$950K 0.73% 28
2023
Q3 		$570K Buy
+19,443
New +$571K 0.3% 53

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

SWMG LLC's SPSB Position: Q2 2026 in Review

SWMG LLC increased its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 13% in Q2 2026, buying an estimated $2.8M and bringing the position to 802,312 shares worth $24M. The position accounts for 5.65% of the portfolio, ranked #3.

SWMG LLC first reported a position in SPSB in Q3 2023 and has held it in 12 quarters since. 248 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

  • SWMG LLC held 802,312 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $24M as of Q2 2026.
  • SWMG LLC bought 93,293 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2026, an estimated $2.8M.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up 5.65% of SWMG LLC's portfolio in Q2 2026, its #3 holding.
  • SWMG LLC first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q3 2023 and has held it in 12 quarters since.
  • 248 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on SWMG LLC's 13F filing for Q2 2026, filed 15 Jul 2026.