Windsor Capital Management
SPSB icon

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

Windsor Capital 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
Q3 		$333K Sell
11,252
-219
-2% -$6.54K 0.09% 99
2026
Q2 		$344K Sell
11,471
-1
-0% -$30 0.09% 96
2026
Q1 		$345K Sell
11,472
-315
-3% -$9.5K 0.1% 97
2025
Q4 		$356K Sell
11,787
-74
-0.6% -$2.24K 0.1% 94
2025
Q3 		$359K Sell
11,861
-1
-0% -$30 0.1% 96
2025
Q2 		$358K Sell
11,862
-250
-2% -$7.5K 0.1% 97
2025
Q1 		$365K Buy
12,112
+1
+0% +$30 0.11% 94
2024
Q4 		$362K Sell
12,111
-1
-0% -$30 0.11% 95
2024
Q3 		$367K Sell
12,112
-4,929
-29% -$148K 0.11% 96
2024
Q2 		$506K Sell
17,041
-3,720
-18% -$110K 0.16% 81
2024
Q1 		$618K Buy
20,761
+25
+0.1% +$744 0.19% 72
2023
Q4 		$618K Sell
20,736
-138
-0.7% -$4.06K 0.2% 72
2023
Q3 		$612K Sell
20,874
-4,245
-17% -$125K 0.21% 67
2023
Q2 		$740K Sell
25,119
-2,363
-9% -$69.8K 0.24% 60
2023
Q1 		$814K Sell
27,482
-3,606
-12% -$106K 0.28% 54
2022
Q4 		$913K Sell
31,088
-4,640
-13% -$136K 0.33% 48
2022
Q3 		$1.04M Sell
35,728
-10,323
-22% -$306K 0.39% 46
2022
Q2 		$1.37M Sell
46,051
-360,509
-89% -$10.8M 0.49% 40
2022
Q1 		$12.2M Buy
406,560
+9,514
+2% +$290K 3.81% 4
2021
Q4 		$12.3M Buy
397,046
+15,038
+4% +$467K 3.71% 5
2021
Q3 		$11.9M Buy
382,008
+31,925
+9% +$998K 3.83% 4
2021
Q2 		$11M Buy
350,083
+21,440
+7% +$671K 3.62% 5
2021
Q1 		$10.3M Buy
328,643
+40,864
+14% +$1.28M 3.56% 5
2020
Q4 		$9.04M Buy
287,779
+10,487
+4% +$329K 3.37% 7
2020
Q3 		$8.7M Buy
277,292
+17,690
+7% +$555K 3.63% 4
2020
Q2 		$8.14M Buy
259,602
+17,417
+7% +$540K 3.51% 5
2020
Q1 		$7.33M Buy
242,185
+2,264
+0.9% +$69.2K 3.71% 5
2019
Q4 		$7.4M Buy
239,921
+16,274
+7% +$502K 3.11% 8
2019
Q3 		$6.9M Buy
223,647
+10,114
+5% +$311K 3.08% 8
2019
Q2 		$6.57M Buy
213,533
+5,878
+3% +$180K 3.02% 8
2019
Q1 		$6.34M Buy
207,655
+384
+0.2% +$11.7K 2.99% 8
2018
Q4 		$6.25M Buy
207,271
+728
+0.4% +$21.9K 3.23% 7
2018
Q3 		$6.23M Buy
206,543
+59,731
+41% +$1.8M 2.81% 8
2018
Q2 		$4.43M Buy
146,812
+22,112
+18% +$667K 2.06% 13
2018
Q1 		$3.76M Buy
+124,700
New +$3.77M 1.78% 16
2017
Q1 		– Sell
-13,321
Closed -$406K – 116
2016
Q4 		$406K Sell
13,321
-925
-6% -$28.3K 0.22% 85
2016
Q3 		$438K Sell
14,246
-702
-5% -$21.6K 0.24% 82
2016
Q2 		$460K Buy
14,948
+3,190
+27% +$97.8K 0.27% 78
2016
Q1 		$360K Buy
11,758
+155
+1% +$4.72K 0.22% 86
2015
Q4 		$352K Buy
11,603
+25
+0.2% +$763 0.22% 83
2015
Q3 		$353K Sell
11,578
-225
-2% -$6.87K 0.21% 81
2015
Q2 		$361K Sell
11,803
-554
-4% -$17K 0.21% 81
2015
Q1 		$380K Buy
12,357
+1,258
+11% +$38.6K 0.22% 74
2014
Q4 		$339K Buy
+11,099
New +$340K 0.19% 75
2014
Q1 		– Sell
-6,922
Closed -$212K – 268
2013
Q4 		$212K Buy
6,922
+1,252
+22% +$38.5K 0.12% 78
2013
Q3 		$174K Buy
5,670
+464
+9% +$14.2K 0.1% 84
2013
Q2 		$159K Buy
+5,206
New +$160K 0.1% 87

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

Windsor Capital Management's SPSB Position: Q3 2026 in Review

Windsor Capital Management reduced its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 1.9% in Q3 2026, selling an estimated $6.54K and leaving 11,252 shares worth $333K. The position accounts for 0.09% of the portfolio, ranked #99.

Windsor Capital Management first reported a position in SPSB in Q2 2013 and has held it in 47 quarters since. The position peaked at $12.3M in Q4 2021. 251 funds tracked by Wall St. Rank hold SPSB as of Q3 2026.

  • Windsor Capital Management held 11,252 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $333K as of Q3 2026.
  • Windsor Capital Management sold 219 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q3 2026, an estimated $6.54K.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.09% of Windsor Capital Management's portfolio in Q3 2026, its #99 holding.
  • Windsor Capital Management first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q2 2013 and has held it in 47 quarters since.
  • Windsor Capital Management's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $12.3M in Q4 2021.
  • 251 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q3 2026.

Based on Windsor Capital Management's 13F filing for Q3 2026, filed 13 Oct 2026.