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

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 22.9% 1-Year Est. Return

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

Aventura Private Wealth's SPSB Position: Q2 2026 in Review

Aventura Private Wealth held its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) position steady in Q2 2026 at 199 shares worth $5.97K. The position accounts for ﹤0.01% of the portfolio, ranked #677.

Aventura Private Wealth first reported a position in SPSB in Q1 2025 and has held it in 6 quarters since. The position peaked at $6.03K in Q3 2025. 577 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

Aventura Private Wealth held 199 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $5.97K as of Q2 2026.
Aventura Private Wealth 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 ﹤0.01% of Aventura Private Wealth's portfolio in Q2 2026, its #677 holding.
Aventura Private Wealth 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.
Aventura Private Wealth's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $6.03K in Q3 2025.
577 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.