Western Wealth Management’s State Street SPDR Portfolio Short Term Corporate Bond 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 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%	206
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 Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Western Wealth Management's SPSB Position: Q2 2026 in Review

Western Wealth Management reduced its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 19% in Q2 2026, selling an estimated $553K and leaving 76,929 shares worth $2.31M. The position accounts for 0.08% of the portfolio, ranked #276.

Western Wealth Management first reported a position in SPSB in Q4 2018 and has held it in 28 quarters since. The position peaked at $2.87M in Q1 2026. 574 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

Western Wealth Management held 76,929 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $2.31M as of Q2 2026.
Western Wealth Management sold 18,418 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2026, an estimated $553K.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.08% of Western Wealth Management's portfolio in Q2 2026, its #276 holding.
Western Wealth Management first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2018 and has held it in 28 quarters since.
Western Wealth Management's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $2.87M in Q1 2026.
574 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.