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Woodmont Investment Counsel’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Woodmont Investment Counsel’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 		$1.32M Hold
43,882
– – 0.07% 123
2026
Q1 		$1.32M Hold
43,882
– – 0.08% 118
2025
Q4 		$1.33M Hold
43,882
– – 0.08% 120
2025
Q3 		$1.33M Hold
43,882
– – 0.09% 120
2025
Q2 		$1.32M Sell
43,882
-23,451
-35% -$704K 0.09% 129
2025
Q1 		$2.03M Hold
67,333
– – 0.15% 99
2024
Q4 		$2.01M Buy
+67,333
New +$2.02M 0.15% 97

Other funds holding SPSB

RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
AFG
Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
CWM
Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return
QFA
Quattro Financial Advisors The Woodlands, Texas $468M AUM 13.49% 1-Year Est. Return
HVIA
Hudson Valley Investment Advisors Goshen, New York $823M AUM 31.4% 1-Year Est. Return
CWP
Concord Wealth Partners Abingdon, Virginia $873M AUM 24.02% 1-Year Est. Return
CAMV
Concord Asset Management (Virginia) Abingdon, Virginia $646M AUM 25.36% 1-Year Est. Return
WFS
Walker Financial Services Bowling Green, Kentucky $323M AUM 8.03% 1-Year Est. Return

Woodmont Investment Counsel's SPSB Position: Q2 2026 in Review

Woodmont Investment Counsel held its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) position steady in Q2 2026 at 43,882 shares worth $1.32M. The position accounts for 0.07% of the portfolio, ranked #123.

Woodmont Investment Counsel first reported a position in SPSB in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.03M in Q1 2025. 270 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

  • Woodmont Investment Counsel held 43,882 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $1.32M as of Q2 2026.
  • Woodmont Investment Counsel left its State Street SPDR Portfolio Short Term Corporate Bond ETF share count unchanged in Q2 2026.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.07% of Woodmont Investment Counsel's portfolio in Q2 2026, its #123 holding.
  • Woodmont Investment Counsel first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Woodmont Investment Counsel's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $2.03M in Q1 2025.
  • 270 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on Woodmont Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.