Walker Financial Services’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Walker Financial Services’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	$29.3M	Buy	975,719 +26,540	+3%	+$796K	9.06%	3
2026 Q1	$28.5M	Sell	949,179 -1,288	-0.1%	-$38.9K	9.76%	3
2025 Q4	$28.7M	Sell	950,467 -21,331	-2%	-$645K	10.4%	2
2025 Q3	$29.4M	Sell	971,798 -356,837	-27%	-$10.8M	11.45%	2
2025 Q2	$40.1M	Buy	1,328,635 +88,018	+7%	+$2.64M	18.23%	3
2025 Q1	$37.3M	Buy	1,240,617 +120,906	+11%	+$3.62M	19.57%	3
2024 Q4	$33.4M	Buy	1,119,711 +232,276	+26%	+$6.96M	19.43%	3
2024 Q3	$26.9M	Buy	887,435 +83,413	+10%	+$2.5M	18.17%	3
2024 Q2	$23.9M	Buy	804,022 +35,868	+5%	+$1.06M	18.67%	3
2024 Q1	$22.9M	Buy	768,154 +29,948	+4%	+$891K	18.79%	2
2023 Q4	$22M	Sell	738,206 -95,621	-11%	-$2.81M	22.73%	2
2023 Q3	$24.4M	Buy	833,827 +102,730	+14%	+$3.02M	23.76%	1
2023 Q2	$21.5M	Buy	731,097 +47,450	+7%	+$1.4M	21.26%	1
2023 Q1	$20.3M	Hold	683,647	–	–	20.88%	1
2022 Q4	$20.3M	Buy	683,647 +43,546	+7%	+$1.27M	20.88%	1
2022 Q3	$18.7M	Buy	640,101 +537,733	+525%	+$16M	17.48%	2
2022 Q2	$3.04M	Buy	+102,368	New	+$3.06M	2.96%	5

Other funds holding SPSB

RWM

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 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

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

SWMG LLC Fort Worth, Texas $424M AUM 23.58% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Cornerstone Management Duluth, Georgia $695M AUM 12.92% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Walker Financial Services's SPSB Position: Q2 2026 in Review

Walker Financial Services increased its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 2.8% in Q2 2026, buying an estimated $796K and bringing the position to 975,719 shares worth $29.3M. The position accounts for 9.06% of the portfolio, ranked #3.

Walker Financial Services first reported a position in SPSB in Q2 2022 and has held it in 17 quarters since. The position peaked at $40.1M in Q2 2025. 103 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

Walker Financial Services held 975,719 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $29.3M as of Q2 2026.
Walker Financial Services bought 26,540 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2026, an estimated $796K.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up 9.06% of Walker Financial Services's portfolio in Q2 2026, its #3 holding.
Walker Financial Services first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q2 2022 and has held it in 17 quarters since.
Walker Financial Services's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $40.1M in Q2 2025.
103 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on Walker Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.