WA
SPSB icon

WBH Advisory’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

WBH Advisory’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 		$597K Buy
19,910
+222
+1% +$6.66K 0.04% 234
2026
Q1 		$590K Buy
19,688
+9,206
+88% +$278K 0.04% 217
2025
Q4 		$317K Hold
10,482
– – 0.02% 288
2025
Q3 		$318K Hold
10,482
– – 0.02% 286
2025
Q2 		$316K Sell
10,482
-551
-5% -$16.5K 0.03% 283
2025
Q1 		$332K Hold
11,033
– – 0.03% 258
2024
Q4 		$329K Hold
11,033
– – 0.03% 259
2024
Q3 		$334K Sell
11,033
-618
-5% -$18.5K 0.03% 252
2024
Q2 		$346K Sell
11,651
-659
-5% -$19.5K 0.04% 248
2024
Q1 		$366K Sell
12,310
-1,002
-8% -$29.8K 0.04% 244
2023
Q4 		$396K Sell
13,312
-193
-1% -$5.68K 0.04% 233
2023
Q3 		$396K Buy
13,505
+1,074
+9% +$31.5K 0.05% 224
2023
Q2 		$366K Sell
12,431
-171
-1% -$5.05K 0.04% 238
2023
Q1 		$373K Buy
+12,602
New +$372K 0.05% 234
2022
Q3 		$368K Sell
12,602
-71
-0.6% -$2.11K 0.05% 213
2022
Q2 		$377K Buy
+12,673
New +$379K 0.05% 224

Other funds holding SPSB

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
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
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
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
AFG
Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return

WBH Advisory's SPSB Position: Q2 2026 in Review

WBH Advisory increased its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 1.1% in Q2 2026, buying an estimated $6.66K and bringing the position to 19,910 shares worth $597K. The position accounts for 0.04% of the portfolio, ranked #234.

WBH Advisory first reported a position in SPSB in Q2 2022 and has held it in 16 quarters since. 422 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

  • WBH Advisory held 19,910 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $597K as of Q2 2026.
  • WBH Advisory bought 222 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2026, an estimated $6.66K.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.04% of WBH Advisory's portfolio in Q2 2026, its #234 holding.
  • WBH Advisory first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q2 2022 and has held it in 16 quarters since.
  • 422 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on WBH Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.