Westside Investment Management’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Westside Investment 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	$213K	Buy	7,099 +1,988	+39%	+$59.7K	0.03%	296
2026 Q1	$154K	Buy	5,111 +528	+12%	+$15.9K	0.02%	330
2025 Q4	$138K	Buy	4,583 +67	+1%	+$2.02K	0.02%	333
2025 Q3	$137K	Buy	4,516 +16	+0.4%	+$483	0.02%	342
2025 Q2	$136K	Buy	4,500 +700	+18%	+$21K	0.03%	298
2025 Q1	$114K	Hold	3,800	–	–	0.02%	294
2024 Q4	$113K	Hold	3,800	–	–	0.02%	296
2024 Q3	$115K	Buy	3,800 +350	+10%	+$10.5K	0.02%	298
2024 Q2	$102K	Hold	3,450	–	–	0.02%	304
2024 Q1	$103K	Hold	3,450	–	–	0.02%	292
2023 Q4	$103K	Buy	3,450 +500	+17%	+$14.7K	0.03%	275
2023 Q3	$86.5K	Hold	2,950	–	–	0.02%	290
2023 Q2	$86.8K	Hold	2,950	–	–	0.02%	286
2023 Q1	$87.4K	Hold	2,950	–	–	0.03%	285
2022 Q4	$86	Hold	2,950	–	–	﹤0.01%	370
2022 Q3	$86	Hold	2,950	–	–	﹤0.01%	367
2022 Q2	$87	Sell	2,950 -6,800	-70%	-$203K	﹤0.01%	361
2022 Q1	$293	Sell	9,750 -2,200	-18%	-$67.1K	﹤0.01%	309
2021 Q4	$370	Buy	11,950 +10,950	+1,095%	+$340K	﹤0.01%	287
2021 Q3	$31	Buy	+1,000	New	+$31.3K	﹤0.01%	433

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

Westside Investment Management's SPSB Position: Q2 2026 in Review

Westside Investment Management increased its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 39% in Q2 2026, buying an estimated $59.7K and bringing the position to 7,099 shares worth $213K. The position accounts for 0.03% of the portfolio, ranked #296.

Westside Investment Management first reported a position in SPSB in Q3 2021 and has held it in 20 quarters since. 572 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

Westside Investment Management held 7,099 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $213K as of Q2 2026.
Westside Investment Management bought 1,988 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2026, an estimated $59.7K.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.03% of Westside Investment Management's portfolio in Q2 2026, its #296 holding.
Westside Investment Management first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q3 2021 and has held it in 20 quarters since.
572 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.