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Walsh & Associates’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Walsh & Associates’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 		– Sell
-44
Closed -$1.32K – 294
2026
Q1 		$1.32K Buy
+44
New +$1.33K ﹤0.01% 217

Other funds holding SPSB

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Walsh & Associates's SPSB Position: Q2 2026 in Review

Walsh & Associates sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q2 2026, closing a stake of 44 shares — an estimated $1.32K sold.

Walsh & Associates first reported a position in SPSB in Q1 2026 and held it in 1 quarter. The position peaked at $1.32K in Q1 2026. 571 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

  • Walsh & Associates reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Walsh & Associates sold 44 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2026, an estimated $1.32K.
  • Walsh & Associates first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q1 2026 and held it in 1 quarter.
  • Walsh & Associates's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $1.32K in Q1 2026.
  • 571 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on Walsh & Associates's 13F filing for Q2 2026, filed 21 Jul 2026.