WT
SPSB icon

Whittier Trust’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Whittier Trust’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 		$2.8M Sell
93,630
-12,428
-12% -$373K 0.03% 263
2026
Q1 		$3.18M Hold
106,058
– – 0.04% 227
2025
Q4 		$3.21M Sell
106,058
-2,323
-2% -$70.2K 0.03% 226
2025
Q3 		$3.27M Hold
108,381
– – 0.04% 223
2025
Q2 		$3.27M Sell
108,381
-1,183
-1% -$35.5K 0.04% 234
2025
Q1 		$3.3M Sell
109,564
-4,492
-4% -$135K 0.05% 230
2024
Q4 		$3.41M Sell
114,056
-949
-0.8% -$28.4K 0.04% 230
2024
Q3 		$3.48M Sell
115,005
-1,318
-1% -$39.5K 0.05% 235
2024
Q2 		$3.45M Sell
116,323
-10,962
-9% -$325K 0.05% 228
2024
Q1 		$3.79M Buy
127,285
+37,571
+42% +$1.12M 0.06% 221
2023
Q4 		$2.67M Buy
89,714
+1,347
+2% +$39.6K 0.04% 245
2023
Q3 		$2.59M Sell
88,367
-2,113
-2% -$62.1K 0.05% 245
2023
Q2 		$2.66M Sell
90,480
-16,393
-15% -$484K 0.05% 251
2023
Q1 		$3.17M Sell
106,873
-1,433
-1% -$42.3K 0.06% 231
2022
Q4 		$3.18M Buy
108,306
+52,754
+95% +$1.54M 0.06% 227
2022
Q3 		$1.62M Sell
55,552
-64,627
-54% -$1.92M 0.03% 284
2022
Q2 		$3.57M Buy
120,179
+91,638
+321% +$2.74M 0.07% 212
2022
Q1 		$860K Hold
28,541
– – 0.01% 398
2021
Q4 		$883K Sell
28,541
-10
-0% -$311 0.01% 406
2021
Q3 		$893K Buy
28,551
+403
+1% +$12.6K 0.02% 382
2021
Q2 		$881K Sell
28,148
-587
-2% -$18.4K 0.02% 385
2021
Q1 		$900K Sell
28,735
-1,783
-6% -$55.9K 0.02% 379
2020
Q4 		$958K Sell
30,518
-106
-0.3% -$3.33K 0.02% 341
2020
Q3 		$961K Hold
30,624
– – 0.02% 330
2020
Q2 		$960K Hold
30,624
– – 0.03% 309
2020
Q1 		$926K Sell
30,624
-3,135
-9% -$95.8K 0.03% 297
2019
Q4 		$1.04M Sell
33,759
-9,000
-21% -$277K 0.03% 308
2019
Q3 		$1.32M Sell
42,759
-1,459
-3% -$44.9K 0.04% 273
2019
Q2 		$1.36M Sell
44,218
-26,992
-38% -$825K 0.04% 267
2019
Q1 		$2.17M Buy
71,210
+15,109
+27% +$458K 0.07% 219
2018
Q4 		$1.69M Sell
56,101
-19,295
-26% -$580K 0.06% 229
2018
Q3 		$2.27M Sell
75,396
-5,888
-7% -$178K 0.07% 212
2018
Q2 		$2.45M Sell
81,284
-21,125
-21% -$637K 0.08% 206
2018
Q1 		$3.09M Sell
102,409
-3,563
-3% -$108K 0.1% 182
2017
Q4 		$3.22M Sell
105,972
-19,588
-16% -$598K 0.11% 173
2017
Q3 		$3.85M Sell
125,560
-1,958
-2% -$60K 0.14% 155
2017
Q2 		$3.91M Hold
127,518
– – 0.15% 151
2017
Q1 		$3.9M Sell
127,518
-18,302
-13% -$559K 0.16% 147
2016
Q4 		$4.45M Sell
145,820
-272
-0.2% -$8.32K 0.19% 135
2016
Q3 		$4.5M Sell
146,092
-300
-0.2% -$9.23K 0.2% 132
2016
Q2 		$4.5M Sell
146,392
-3,246
-2% -$99.5K 0.2% 134
2016
Q1 		$4.58M Sell
149,638
-6,344
-4% -$193K 0.2% 135
2015
Q4 		$4.74M Sell
155,982
-18,311
-11% -$559K 0.22% 131
2015
Q3 		$5.32M Sell
174,293
-1,158
-0.7% -$35.4K 0.26% 108
2015
Q2 		$5.37M Sell
175,451
-39,356
-18% -$1.21M 0.24% 114
2015
Q1 		$6.61M Buy
214,807
+12,805
+6% +$392K 0.3% 92
2014
Q4 		$6.17M Sell
202,002
-12,761
-6% -$391K 0.29% 94
2014
Q3 		$6.59M Sell
214,763
-21,662
-9% -$666K 0.32% 89
2014
Q2 		$7.28M Sell
236,425
-27,415
-10% -$844K 0.36% 76
2014
Q1 		$8.11M Sell
263,840
-52,180
-17% -$1.6M 0.42% 63
2013
Q4 		$9.7M Buy
316,020
+19,382
+7% +$596K 0.5% 54
2013
Q3 		$9.12M Sell
296,638
-7,474
-2% -$229K 0.49% 53
2013
Q2 		$9.3M Buy
+304,112
New +$9.35M 0.52% 47

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

Whittier Trust's SPSB Position: Q2 2026 in Review

Whittier Trust reduced its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 12% in Q2 2026, selling an estimated $373K and leaving 93,630 shares worth $2.8M. The position accounts for 0.03% of the portfolio, ranked #263.

Whittier Trust first reported a position in SPSB in Q2 2013 and has held it in 53 quarters since. The position peaked at $9.7M in Q4 2013. 571 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

  • Whittier Trust held 93,630 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $2.8M as of Q2 2026.
  • Whittier Trust sold 12,428 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2026, an estimated $373K.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.03% of Whittier Trust's portfolio in Q2 2026, its #263 holding.
  • Whittier Trust first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q2 2013 and has held it in 53 quarters since.
  • Whittier Trust's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $9.7M in Q4 2013.
  • 571 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.