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

Windward Private 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
2026
Q1 		$664K Sell
22,069
-292
-1% -$8.81K 0.23% 30
2025
Q4 		$675K Sell
22,361
-3,338
-13% -$101K 0.23% 30
2025
Q3 		$778K Buy
25,699
+16
+0.1% +$483 0.27% 29
2025
Q2 		$775K Sell
25,683
-228
-0.9% -$6.84K 0.28% 29
2025
Q1 		$780K Sell
25,911
-14,351
-36% -$430K 0.3% 28
2024
Q4 		$1.2M Sell
40,262
-3,276
-8% -$98.2K 0.47% 26
2024
Q3 		$1.32M Sell
43,538
-10,768
-20% -$323K 0.51% 25
2024
Q2 		$1.61M Sell
54,306
-649
-1% -$19.2K 0.65% 22
2024
Q1 		$1.64M Sell
54,955
-32,434
-37% -$965K 0.67% 22
2023
Q4 		$2.6M Sell
87,389
-67,739
-44% -$1.99M 1.09% 17
2023
Q3 		$4.55M Buy
155,128
+8,719
+6% +$256K 2.06% 11
2023
Q2 		$4.31M Sell
146,409
-34,113
-19% -$1.01M 1.91% 11
2023
Q1 		$5.35M Buy
180,522
+11,716
+7% +$346K 2.28% 12
2022
Q4 		$4.96M Sell
168,806
-29,417
-15% -$861K 2.2% 12
2022
Q3 		$5.79M Sell
198,223
-3,984
-2% -$118K 2.79% 10
2022
Q2 		$6.01M Sell
202,207
-21,179
-9% -$633K 2.76% 10
2022
Q1 		$6.73M Sell
223,386
-33,597
-13% -$1.03M 2.78% 10
2021
Q4 		$7.96M Buy
256,983
+292
+0.1% +$9.07K 3.07% 10
2021
Q3 		$8.02M Sell
256,691
-93,221
-27% -$2.92M 3.26% 9
2021
Q2 		$11M Sell
349,912
-22,763
-6% -$713K 4.49% 7
2021
Q1 		$11.7M Sell
372,675
-90,889
-20% -$2.85M 5.18% 7
2020
Q4 		$14.6M Buy
+463,564
New +$14.5M 6.8% 7

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

Windward Private Wealth Management's SPSB Position: Q1 2026 in Review

Windward Private Wealth Management reduced its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 1.3% in Q1 2026, selling an estimated $8.81K and leaving 22,069 shares worth $664K. The position accounts for 0.23% of the portfolio, ranked #30.

Windward Private Wealth Management first reported a position in SPSB in Q4 2020 and has held it in 22 quarters since. The position peaked at $14.6M in Q4 2020. 571 funds tracked by Wall St. Rank hold SPSB as of Q1 2026.

  • Windward Private Wealth Management held 22,069 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $664K as of Q1 2026.
  • Windward Private Wealth Management sold 292 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q1 2026, an estimated $8.81K.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.23% of Windward Private Wealth Management's portfolio in Q1 2026, its #30 holding.
  • Windward Private Wealth Management first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2020 and has held it in 22 quarters since.
  • Windward Private Wealth Management's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $14.6M in Q4 2020.
  • 571 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2026.

Based on Windward Private Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.