Western Wealth Management
SPSB icon

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

Western Wealth Management’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
Q3 		$2.17M Sell
73,378
-3,551
-5% -$106K 0.07% 276
2026
Q2 		$2.31M Sell
76,929
-18,418
-19% -$553K 0.08% 276
2026
Q1 		$2.87M Buy
95,347
+22,861
+32% +$690K 0.11% 207
2025
Q4 		$2.19M Buy
72,486
+10,487
+17% +$317K 0.1% 207
2025
Q3 		$1.88M Buy
61,999
+19,812
+47% +$598K 0.1% 193
2025
Q2 		$1.27M Hold
42,187
– – 0.08% 229
2025
Q1 		$1.27M Buy
42,187
+6,800
+19% +$204K 0.08% 209
2024
Q4 		$1.06M Buy
35,387
+15,025
+74% +$450K 0.06% 304
2024
Q3 		$617K Sell
20,362
-3,691
-15% -$111K 0.04% 406
2024
Q2 		$714K Buy
24,053
+469
+2% +$13.9K 0.05% 287
2024
Q1 		$702K Buy
23,584
+871
+4% +$25.9K 0.05% 291
2023
Q4 		$676K Sell
22,713
-4,000
-15% -$118K 0.05% 345
2023
Q3 		$783K Hold
26,713
– – 0.07% 297
2023
Q2 		$786K Sell
26,713
-190
-0.7% -$5.61K 0.07% 282
2023
Q1 		$797K Buy
26,903
+11,321
+73% +$334K 0.07% 269
2022
Q4 		$458K Sell
15,582
-15,582
-50% -$456K 0.05% 355
2022
Q3 		$910K Buy
31,164
+10,400
+50% +$309K 0.05% 327
2022
Q2 		$618K Sell
20,764
-586
-3% -$17.5K 0.04% 418
2022
Q1 		$644K Buy
21,350
+10,968
+106% +$335K 0.03% 453
2021
Q4 		$323K Buy
+10,382
New +$322K 0.03% 448
2021
Q2 		$451K Sell
14,368
-930
-6% -$29.1K 0.05% 378
2021
Q1 		$479K Buy
15,298
+3,978
+35% +$125K 0.06% 287
2020
Q4 		$355K Buy
+11,320
New +$355K 0.05% 320
2020
Q2 		– Sell
-7,090
Closed -$214K – 448
2020
Q1 		$214K Hold
7,090
– – 0.05% 328
2019
Q4 		$219K Sell
7,090
-3,000
-30% -$92.5K 0.03% 376
2019
Q3 		$311K Hold
10,090
– – 0.06% 285
2019
Q2 		$310K Sell
10,090
-530
-5% -$16.2K 0.04% 300
2019
Q1 		$324K Buy
10,620
+290
+3% +$8.8K 0.07% 270
2018
Q4 		$311K Buy
+10,330
New +$311K 0.08% 247

Other funds holding SPSB

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Valmark Advisers
Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
MCF Advisors
MCF Advisors Covington, Kentucky $2.81B AUM 12.54% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Rockwood Wealth Management
Rockwood Wealth Management New Hope, Pennsylvania $1.67B AUM 11.93% 1-Year Est. Return
Gemmer Asset Management
Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return
Rodgers & Associates
Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

Western Wealth Management's SPSB Position: Q3 2026 in Review

Western Wealth Management reduced its State Street SPDR Portfolio Short Term Corporate Bond Index ETF (SPSB) stake by 4.6% in Q3 2026, selling an estimated $106K and leaving 73,378 shares worth $2.17M. The position accounts for 0.07% of the portfolio, ranked #276.

Western Wealth Management first reported a position in SPSB in Q4 2018 and has held it in 29 quarters since. The position peaked at $2.87M in Q1 2026. 383 funds tracked by Wall St. Rank hold SPSB as of Q3 2026.

  • Western Wealth Management held 73,378 shares of State Street SPDR Portfolio Short Term Corporate Bond Index ETF worth $2.17M as of Q3 2026.
  • Western Wealth Management sold 3,551 State Street SPDR Portfolio Short Term Corporate Bond Index ETF shares in Q3 2026, an estimated $106K.
  • State Street SPDR Portfolio Short Term Corporate Bond Index ETF made up 0.07% of Western Wealth Management's portfolio in Q3 2026, its #276 holding.
  • Western Wealth Management first reported a position in State Street SPDR Portfolio Short Term Corporate Bond Index ETF in Q4 2018 and has held it in 29 quarters since.
  • Western Wealth Management's State Street SPDR Portfolio Short Term Corporate Bond Index ETF position peaked at $2.87M in Q1 2026.
  • 383 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond Index ETF as of Q3 2026.

Based on Western Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.