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

Winthrop 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 Q2	$20.2M	Sell	671,560 -5,403	-0.8%	-$162K	4.87%	3
2026 Q1	$20.4M	Sell	676,963 -10,924	-2%	-$330K	5.23%	2
2025 Q4	$20.8M	Buy	687,887 +6,181	+0.9%	+$187K	4.84%	2
2025 Q3	$20.6M	Buy	681,706 +18,050	+3%	+$544K	4.99%	2
2025 Q2	$20M	Buy	663,656 +6,415	+1%	+$192K	5.06%	2
2025 Q1	$19.8M	Buy	657,241 +7,632	+1%	+$229K	5.44%	2
2024 Q4	$19.4M	Sell	649,609 -20,313	-3%	-$609K	5.16%	2
2024 Q3	$20.3M	Buy	669,922 +14,206	+2%	+$426K	9.66%	2
2024 Q2	$19.5M	Buy	655,716 +3,287	+0.5%	+$97.4K	9.74%	2
2024 Q1	$19.4M	Sell	652,429 -14,648	-2%	-$436K	8.95%	2
2023 Q4	$19.9M	Buy	+667,077	New	+$19.6M	6.49%	2

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

Winthrop Capital Management's SPSB Position: Q2 2026 in Review

Winthrop Capital Management reduced its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 0.8% in Q2 2026, selling an estimated $162K and leaving 671,560 shares worth $20.2M. The position accounts for 4.87% of the portfolio, ranked #3.

Winthrop Capital Management first reported a position in SPSB in Q4 2023 and has held it in 11 quarters since. The position peaked at $20.8M in Q4 2025. 576 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

Winthrop Capital Management held 671,560 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $20.2M as of Q2 2026.
Winthrop Capital Management sold 5,403 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2026, an estimated $162K.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up 4.87% of Winthrop Capital Management's portfolio in Q2 2026, its #3 holding.
Winthrop Capital Management first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
Winthrop Capital Management's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $20.8M in Q4 2025.
576 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on Winthrop Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.