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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
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 0.07% 239
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 $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Western Wealth Management's SPSB Position: Q1 2026 in Review

Western Wealth Management increased its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 32% in Q1 2026, buying an estimated $690K and bringing the position to 95,347 shares worth $2.87M. The position accounts for 0.11% of the portfolio, ranked #206.

Western Wealth Management first reported a position in SPSB in Q4 2018 and has held it in 27 quarters since. 570 funds tracked by Wall St. Rank hold SPSB as of Q1 2026.

  • Western Wealth Management held 95,347 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $2.87M as of Q1 2026.
  • Western Wealth Management bought 22,861 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q1 2026, an estimated $690K.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.11% of Western Wealth Management's portfolio in Q1 2026, its #206 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 27 quarters since.
  • 570 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.