WAS
SPSB icon

Winch Advisory Services’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Winch Advisory Services’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
Q1 		$13.7K Buy
456
+3
+0.7% +$91 ﹤0.01% 287
2025
Q4 		$13.7K Sell
453
-174
-28% -$5.26K ﹤0.01% 276
2025
Q3 		$19K Sell
627
-101
-14% -$3.05K ﹤0.01% 245
2025
Q2 		$22K Sell
728
-86
-11% -$2.58K 0.01% 228
2025
Q1 		$24.5K Sell
814
-113
-12% -$3.38K 0.01% 208
2024
Q4 		$27.7K Sell
927
-81
-8% -$2.43K 0.01% 202
2024
Q3 		$30.5K Buy
1,008
+12
+1% +$360 0.01% 190
2024
Q2 		$29.6K Sell
996
-168
-14% -$4.98K 0.01% 189
2024
Q1 		$34.7K Sell
1,164
-80
-6% -$2.38K 0.01% 175
2023
Q4 		$37K Sell
1,244
-52
-4% -$1.53K 0.01% 163
2023
Q3 		$38K Sell
1,296
-73
-5% -$2.14K 0.01% 155
2023
Q2 		$40K Sell
1,369
-59
-4% -$1.74K 0.01% 146
2023
Q1 		$42K Sell
1,428
-17
-1% -$501 0.02% 135
2022
Q4 		$42K Hold
1,445
– – 0.02% 133
2022
Q3 		$42K Sell
1,445
-329
-19% -$9.77K 0.02% 121
2022
Q2 		$53K Buy
1,774
+271
+18% +$8.1K 0.02% 120
2022
Q1 		$45K Sell
1,503
-85
-5% -$2.59K 0.02% 137
2021
Q4 		$49K Sell
1,588
-154
-9% -$4.78K 0.02% 133
2021
Q3 		$54K Sell
1,742
-69
-4% -$2.16K 0.02% 124
2021
Q2 		$57K Buy
1,811
+4
+0.2% +$125 0.02% 122
2021
Q1 		$57K Sell
1,807
-65
-3% -$2.04K 0.02% 115
2020
Q4 		$59K Sell
1,872
-58
-3% -$1.82K 0.02% 92
2020
Q3 		$61K Sell
1,930
-527
-21% -$16.5K 0.03% 84
2020
Q2 		$77K Sell
2,457
-40
-2% -$1.24K 0.04% 73
2020
Q1 		$76K Sell
2,497
-280,363
-99% -$8.57M 0.04% 68
2019
Q4 		$8.72M Sell
282,860
-8,007
-3% -$247K 4.14% 9
2019
Q3 		$8.97M Buy
290,867
+140,393
+93% +$4.32M 4.67% 8
2019
Q2 		$4.63M Buy
150,474
+148,541
+7,684% +$4.54M 2.41% 13
2019
Q1 		$59K Sell
1,933
-640,172
-100% -$19.4M 0.03% 104
2018
Q4 		$19.4M Buy
+642,105
New +$19.3M 10.77% 2
2016
Q4 		– Sell
-294
Closed -$9K – 294
2016
Q3 		$9K Buy
294
+2
+0.7% +$62 0.01% 167
2016
Q2 		$9K Buy
292
+1
+0.3% +$31 0.01% 157
2016
Q1 		$9K Buy
291
+1
+0.3% +$30 0.01% 130
2015
Q4 		$9K Buy
+290
New +$8.85K 0.01% 141

Other funds holding SPSB

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Winch Advisory Services's SPSB Position: Q1 2026 in Review

Winch Advisory Services increased its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 0.66% in Q1 2026, buying an estimated $91 and bringing the position to 456 shares worth $13.7K. The position accounts for ﹤0.01% of the portfolio, ranked #287.

Winch Advisory Services first reported a position in SPSB in Q4 2015 and has held it in 34 quarters since. The position peaked at $19.4M in Q4 2018. 570 funds tracked by Wall St. Rank hold SPSB as of Q1 2026.

  • Winch Advisory Services held 456 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $13.7K as of Q1 2026.
  • Winch Advisory Services bought 3 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q1 2026, an estimated $91.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up ﹤0.01% of Winch Advisory Services's portfolio in Q1 2026, its #287 holding.
  • Winch Advisory Services first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2015 and has held it in 34 quarters since.
  • Winch Advisory Services's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $19.4M in Q4 2018.
  • 570 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2026.

Based on Winch Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.