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

Aventura Private Wealth’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	$5.97K	Hold	199	–	–	﹤0.01%	677
2026 Q1	$5.98K	Hold	199	–	–	﹤0.01%	626
2025 Q4	$6.01K	Hold	199	–	–	﹤0.01%	579
2025 Q3	$6.03K	Hold	199	–	–	﹤0.01%	565
2025 Q2	$6.01K	Hold	199	–	–	﹤0.01%	525
2025 Q1	$5.99K	Buy	+199	New	+$5.96K	﹤0.01%	513

Other funds holding SPSB

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return

Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return

Walker Financial Services Bowling Green, Kentucky $323M AUM 8.03% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

SWMG LLC Fort Worth, Texas $424M AUM 23.58% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return