Whitcomb & Hess
SPSB icon

Whitcomb & Hess’s State Street SPDR Portfolio Short Term Corporate Bond Index ETF SPSB Stock Holding History

Whitcomb & Hess’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 		$1.8M Buy
60,722
+242
+0.4% +$7.22K 0.38% 26
2026
Q2 		$1.81M Sell
60,480
-21
-0% -$630 0.39% 26
2026
Q1 		$1.82M Sell
60,501
-1,052
-2% -$31.8K 0.42% 25
2025
Q4 		$1.86M Buy
61,553
+2,984
+5% +$90.2K 0.44% 25
2025
Q3 		$1.77M Buy
58,569
+67
+0.1% +$2.02K 0.46% 25
2025
Q2 		$1.77M Sell
58,502
-1,191
-2% -$35.7K 0.5% 25
2025
Q1 		$1.8M Sell
59,693
-20
-0% -$599 0.54% 24
2024
Q4 		$1.78M Sell
59,713
-475
-0.8% -$14.2K 0.55% 25
2024
Q3 		$1.82M Sell
60,188
-740
-1% -$22.2K 0.54% 24
2024
Q2 		$1.81M Sell
60,928
-402,884
-87% -$11.9M 0.56% 25
2024
Q1 		$13.8M Buy
463,812
+24,287
+6% +$723K 4.44% 9
2023
Q4 		$13.1M Buy
439,525
+5,360
+1% +$158K 4.5% 9
2023
Q3 		$12.7M Buy
434,165
+3,552
+0.8% +$104K 4.76% 9
2023
Q2 		$12.7M Buy
430,613
+4,881
+1% +$144K 4.63% 9
2023
Q1 		$12.6M Buy
425,732
+5,320
+1% +$157K 4.78% 9
2022
Q4 		$12.4M Buy
420,412
+11,736
+3% +$343K 4.93% 9
2022
Q3 		$11.9M Sell
408,676
-5,501
-1% -$163K 5.38% 7
2022
Q2 		$12.3M Buy
414,177
+392,606
+1,820% +$11.7M 5.33% 7
2022
Q1 		$650K Buy
21,571
+504
+2% +$15.4K 0.26% 20
2021
Q4 		$642K Buy
21,067
+588
+3% +$18.3K 0.25% 21
2021
Q3 		$640K Buy
20,479
+228
+1% +$7.13K 0.27% 21
2021
Q2 		$634K Buy
+20,251
New +$634K 0.27% 21

Other funds holding SPSB

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
MCF Advisors
MCF Advisors Covington, Kentucky $2.81B AUM 12.54% 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
Arkansas Financial Group
Arkansas Financial Group Little Rock, Arkansas $751M AUM 9.21% 1-Year Est. Return
CWM
Capital Wealth Management W. Warwick, Rhode Island $439M AUM 11.84% 1-Year Est. Return
Willow Creek Wealth Management
Willow Creek Wealth Management Sebastopol, California $1.52B AUM
Strategic Point Investment Advisors
Strategic Point Investment Advisors Providence, Rhode Island $772M AUM 11.19% 1-Year Est. Return

Whitcomb & Hess's SPSB Position: Q3 2026 in Review

Whitcomb & Hess increased its State Street SPDR Portfolio Short Term Corporate Bond Index ETF (SPSB) stake by 0.4% in Q3 2026, buying an estimated $7.22K and bringing the position to 60,722 shares worth $1.8M. The position accounts for 0.38% of the portfolio, ranked #26.

Whitcomb & Hess first reported a position in SPSB in Q2 2021 and has held it in 22 quarters since. The position peaked at $13.8M in Q1 2024. 304 funds tracked by Wall St. Rank hold SPSB as of Q3 2026.

  • Whitcomb & Hess held 60,722 shares of State Street SPDR Portfolio Short Term Corporate Bond Index ETF worth $1.8M as of Q3 2026.
  • Whitcomb & Hess bought 242 State Street SPDR Portfolio Short Term Corporate Bond Index ETF shares in Q3 2026, an estimated $7.22K.
  • State Street SPDR Portfolio Short Term Corporate Bond Index ETF made up 0.38% of Whitcomb & Hess's portfolio in Q3 2026, its #26 holding.
  • Whitcomb & Hess first reported a position in State Street SPDR Portfolio Short Term Corporate Bond Index ETF in Q2 2021 and has held it in 22 quarters since.
  • Whitcomb & Hess's State Street SPDR Portfolio Short Term Corporate Bond Index ETF position peaked at $13.8M in Q1 2024.
  • 304 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond Index ETF as of Q3 2026.

Based on Whitcomb & Hess's 13F filing for Q3 2026, filed 7 Oct 2026.