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 Q2	$663K	Buy	22,103 +34	+0.2%	+$1.02K	0.21%	31
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 Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

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

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

Windward Private Wealth Management's SPSB Position: Q2 2026 in Review

Windward Private Wealth Management increased its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 0.15% in Q2 2026, buying an estimated $1.02K and bringing the position to 22,103 shares worth $663K. The position accounts for 0.21% of the portfolio, ranked #31.

Windward Private Wealth Management first reported a position in SPSB in Q4 2020 and has held it in 23 quarters since. The position peaked at $14.6M in Q4 2020. 574 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

Windward Private Wealth Management held 22,103 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $663K as of Q2 2026.
Windward Private Wealth Management bought 34 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2026, an estimated $1.02K.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.21% of Windward Private Wealth Management's portfolio in Q2 2026, its #31 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 23 quarters since.
Windward Private Wealth Management's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $14.6M in Q4 2020.
574 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on Windward Private Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.