Avidian Wealth Enterprises
SPSB icon

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

Avidian Wealth Enterprises’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
Q3 		$339K Buy
11,446
+2,065
+22% +$61.6K 0.01% 576
2026
Q2 		$282K Hold
9,381
– – 0.01% 614
2026
Q1 		$282K Sell
9,381
-8,793
-48% -$265K 0.01% 553
2025
Q4 		$549K Buy
18,174
+662
+4% +$20K 0.02% 352
2025
Q3 		$530K Buy
17,512
+95
+0.5% +$2.87K 0.02% 357
2025
Q2 		$526K Sell
17,417
-3,373
-16% -$101K 0.02% 323
2025
Q1 		$626K Sell
20,790
-226
-1% -$6.77K 0.03% 267
2024
Q4 		$628K Buy
21,016
+1,648
+9% +$49.4K 0.03% 254
2024
Q3 		$586K Buy
19,368
+792
+4% +$23.8K 0.03% 273
2024
Q2 		$552K Buy
18,576
+333
+2% +$9.9K 0.02% 271
2024
Q1 		$543K Buy
18,243
+4,863
+36% +$145K 0.03% 253
2023
Q4 		$398K Buy
13,380
+809
+6% +$23.8K 0.02% 300
2023
Q3 		$369K Buy
12,571
+1,345
+12% +$39.5K 0.03% 296
2023
Q2 		$330K Buy
11,226
+263
+2% +$7.76K 0.02% 327
2023
Q1 		$325K Sell
10,963
-66,963
-86% -$1.98M 0.02% 368
2022
Q4 		$2.29M Buy
77,926
+66,981
+612% +$1.96M 0.15% 116
2022
Q3 		$320K Sell
10,945
-5,901
-35% -$175K 0.02% 312
2022
Q2 		$501K Sell
16,846
-1,609
-9% -$48.1K 0.04% 268
2022
Q1 		$556K Sell
18,455
-6,649
-26% -$203K 0.03% 279
2021
Q4 		$777K Buy
+25,104
New +$780K 0.05% 227
2018
Q1 		– Sell
-877,154
Closed -$26.7M – 112
2017
Q4 		$26.7M Buy
877,154
+62,149
+8% +$1.9M 7.14% 4
2017
Q3 		$25M Buy
+815,005
New +$25M 9.53% 3

Other funds holding SPSB

MCF Advisors
MCF Advisors Covington, Kentucky $2.81B AUM 12.54% 1-Year Est. Return
Rockwood Wealth Management
Rockwood Wealth Management New Hope, Pennsylvania $1.67B AUM 11.93% 1-Year Est. Return
Gemmer Asset Management
Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return
Rodgers & Associates
Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return
Arkansas Financial Group
Arkansas Financial Group Little Rock, Arkansas $751M AUM 9.21% 1-Year Est. Return
CWM
Capital Wealth Management W. Warwick, Rhode Island $439M AUM 11.84% 1-Year Est. Return
Willow Creek Wealth Management
Willow Creek Wealth Management Sebastopol, California $1.52B AUM
Quattro Financial Advisors
Quattro Financial Advisors The Woodlands, Texas $483M AUM 11.42% 1-Year Est. Return
Hudson Valley Investment Advisors
Hudson Valley Investment Advisors Goshen, New York $802M AUM 25.34% 1-Year Est. Return

Avidian Wealth Enterprises's SPSB Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 22% in Q3 2026, buying an estimated $61.6K and bringing the position to 11,446 shares worth $339K. The position accounts for 0.01% of the portfolio, ranked #576.

Avidian Wealth Enterprises first reported a position in SPSB in Q3 2017 and has held it in 22 quarters since. The position peaked at $26.7M in Q4 2017. 214 funds tracked by Wall St. Rank hold SPSB as of Q3 2026.

  • Avidian Wealth Enterprises held 11,446 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $339K as of Q3 2026.
  • Avidian Wealth Enterprises bought 2,065 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q3 2026, an estimated $61.6K.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.01% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #576 holding.
  • Avidian Wealth Enterprises first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q3 2017 and has held it in 22 quarters since.
  • Avidian Wealth Enterprises's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $26.7M in Q4 2017.
  • 214 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.