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

Woodside 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	$15.3M	Buy	508,464 +3,174	+0.6%	+$95.2K	10.63%	2
2026 Q1	$15.2M	Buy	505,290 +25,485	+5%	+$769K	11.87%	2
2025 Q4	$14.5M	Buy	479,805 +8,818	+2%	+$266K	10.81%	2
2025 Q3	$14.3M	Buy	470,987 +6,136	+1%	+$185K	11.25%	2
2025 Q2	$14M	Sell	464,851 -741	-0.2%	-$22.2K	12.08%	2
2025 Q1	$14M	Buy	+465,592	New	+$13.9M	12.99%	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

Woodside Wealth Management's SPSB Position: Q2 2026 in Review

Woodside Wealth Management increased its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 0.63% in Q2 2026, buying an estimated $95.2K and bringing the position to 508,464 shares worth $15.3M. The position accounts for 10.63% of the portfolio, ranked #2.

Woodside Wealth Management first reported a position in SPSB in Q1 2025 and has held it in 6 quarters since. 571 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

Woodside Wealth Management held 508,464 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $15.3M as of Q2 2026.
Woodside Wealth Management bought 3,174 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2026, an estimated $95.2K.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up 10.63% of Woodside Wealth Management's portfolio in Q2 2026, its #2 holding.
Woodside Wealth Management first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q1 2025 and has held it in 6 quarters since.
571 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on Woodside Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.