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Westover Capital Advisors’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Westover Capital Advisors’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 		$6.07M Buy
202,234
+426
+0.2% +$12.8K 1.01% 25
2026
Q1 		$6.07M Sell
201,808
-1,680
-0.8% -$50.7K 1.12% 26
2025
Q4 		$6.15M Buy
203,488
+1,430
+0.7% +$43.2K 1.12% 23
2025
Q3 		$6.12M Buy
202,058
+2,389
+1% +$72.1K 1.13% 22
2025
Q2 		$6.03M Sell
199,669
-1,363
-0.7% -$40.9K 1.2% 21
2025
Q1 		$6.05M Sell
201,032
-10,527
-5% -$315K 1.34% 18
2024
Q4 		$6.32M Sell
211,559
-238,633
-53% -$7.15M 1.39% 16
2024
Q3 		$13.6M Buy
+450,192
New +$13.5M 2.62% 10
2023
Q1 		– Sell
-101,783
Closed -$2.99M – 164
2022
Q4 		$2.99M Sell
101,783
-21,488
-17% -$629K 1.18% 24
2022
Q3 		$3.6M Sell
123,271
-9,604
-7% -$285K 1.38% 20
2022
Q2 		$3.95M Buy
132,875
+18,912
+17% +$565K 1.46% 19
2022
Q1 		$3.43M Buy
113,963
+2,489
+2% +$75.9K 1.07% 29
2021
Q4 		$3.45M Sell
111,474
-6,479
-5% -$201K 1% 29
2021
Q3 		$3.69M Sell
117,953
-31
-0% -$969 1.15% 28
2021
Q2 		$3.69M Sell
117,984
-4,873
-4% -$153K 1.18% 27
2021
Q1 		$3.85M Sell
122,857
-33,523
-21% -$1.05M 1.32% 26
2020
Q4 		$4.91M Buy
156,380
+71,714
+85% +$2.25M 1.77% 19
2020
Q3 		$2.66M Buy
84,666
+69,418
+455% +$2.18M 1.09% 27
2020
Q2 		$478K Buy
+15,248
New +$473K 0.22% 81

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

Westover Capital Advisors's SPSB Position: Q2 2026 in Review

Westover Capital Advisors increased its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 0.21% in Q2 2026, buying an estimated $12.8K and bringing the position to 202,234 shares worth $6.07M. The position accounts for 1.01% of the portfolio, ranked #25.

Westover Capital Advisors first reported a position in SPSB in Q2 2020 and has held it in 19 quarters since. The position peaked at $13.6M in Q3 2024. 572 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

  • Westover Capital Advisors held 202,234 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $6.07M as of Q2 2026.
  • Westover Capital Advisors bought 426 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2026, an estimated $12.8K.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up 1.01% of Westover Capital Advisors's portfolio in Q2 2026, its #25 holding.
  • Westover Capital Advisors first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q2 2020 and has held it in 19 quarters since.
  • Westover Capital Advisors's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $13.6M in Q3 2024.
  • 572 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on Westover Capital Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.