Willow Creek Wealth Management’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Willow Creek 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
2025 Q3	$33.6M	Buy	1,107,756 +37,207	+3%	+$1.12M	2.76%	12
2025 Q2	$32.3M	Buy	1,070,549 +765	+0.1%	+$22.9K	2.91%	11
2025 Q1	$32.2M	Buy	1,069,784 +36,267	+4%	+$1.09M	3.14%	11
2024 Q4	$30.9M	Buy	1,033,517 +20,265	+2%	+$607K	3.15%	9
2024 Q3	$30.7M	Buy	1,013,252 +46,843	+5%	+$1.41M	3.23%	9
2024 Q2	$28.7M	Buy	966,409 +35,125	+4%	+$1.04M	3.26%	9
2024 Q1	$27.7M	Buy	931,284 +67,999	+8%	+$2.02M	3.24%	9
2023 Q4	$25.7M	Buy	863,285 +149,665	+21%	+$4.4M	3.22%	9
2023 Q3	$20.9M	Buy	713,620 +36,512	+5%	+$1.07M	3.12%	9
2023 Q2	$19.9M	Buy	677,108 +43,897	+7%	+$1.3M	2.82%	11
2023 Q1	$18.8M	Buy	633,211 +40,204	+7%	+$1.19M	2.89%	8
2022 Q4	$17.4M	Sell	593,007 -44,043	-7%	-$1.29M	2.89%	8
2022 Q3	$18.6M	Sell	637,050 -5,028	-0.8%	-$149K	3.61%	7
2022 Q2	$19.1M	Sell	642,078 -19,351	-3%	-$578K	3.54%	8
2022 Q1	$19.9M	Buy	661,429 +79,935	+14%	+$2.44M	4.01%	6
2021 Q4	$18M	Buy	581,494 +4,510	+0.8%	+$140K	3.72%	7
2021 Q3	$18M	Buy	576,984 +42,607	+8%	+$1.33M	4%	6
2021 Q2	$16.7M	Buy	534,377 +53,663	+11%	+$1.68M	3.99%	5
2021 Q1	$15.1M	Buy	480,714 +35,768	+8%	+$1.12M	5.53%	3
2020 Q4	$14M	Buy	444,946 +38,448	+9%	+$1.21M	5.26%	5
2020 Q3	$12.8M	Buy	406,498 +20,595	+5%	+$646K	5.26%	7
2020 Q2	$12.1M	Buy	385,903 +16,189	+4%	+$502K	5.43%	7
2020 Q1	$11.2M	Sell	369,714 -18,819	-5%	-$575K	5.63%	5
2019 Q4	$12M	Buy	388,533 +19,479	+5%	+$601K	5.47%	7
2019 Q3	$11.4M	Buy	369,054 +45,903	+14%	+$1.41M	5.28%	7
2019 Q2	$9.95M	Buy	323,151 +56,853	+21%	+$1.74M	4.77%	7
2019 Q1	$8.13M	Buy	266,298 +27,710	+12%	+$841K	4.1%	7
2018 Q4	$7.19M	Buy	238,588 +217,866	+1,051%	+$6.55M	3.82%	7
2018 Q3	$625K	Buy	+20,722	New	+$625K	0.35%	27

Other funds holding SPSB

Creative Planning Overland Park, Kansas $171B AUM 24.68% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Willow Creek Wealth Management's SPSB Position: Q3 2025 in Review

Willow Creek Wealth Management increased its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 3.5% in Q3 2025, buying an estimated $1.12M and bringing the position to 1,107,756 shares worth $33.6M. The position accounts for 2.76% of the portfolio, ranked #12.

Willow Creek Wealth Management first reported a position in SPSB in Q3 2018 and has held it in 29 quarters since. 548 funds tracked by Wall St. Rank hold SPSB as of Q3 2025.

Willow Creek Wealth Management held 1,107,756 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $33.6M as of Q3 2025.
Willow Creek Wealth Management bought 37,207 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q3 2025, an estimated $1.12M.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up 2.76% of Willow Creek Wealth Management's portfolio in Q3 2025, its #12 holding.
Willow Creek Wealth Management first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q3 2018 and has held it in 29 quarters since.
548 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q3 2025.

Based on Willow Creek Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.