AWE
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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
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% +$9.87K 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 -$26.7K – 112
2017
Q4 		$26.7K 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

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Avidian Wealth Enterprises's SPSB Position: Q1 2026 in Review

Avidian Wealth Enterprises reduced its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 48% in Q1 2026, selling an estimated $265K and leaving 9,381 shares worth $282K. The position accounts for 0.01% of the portfolio, ranked #553.

Avidian Wealth Enterprises first reported a position in SPSB in Q3 2017 and has held it in 20 quarters since. The position peaked at $25M in Q3 2017. 570 funds tracked by Wall St. Rank hold SPSB as of Q1 2026.

  • Avidian Wealth Enterprises held 9,381 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $282K as of Q1 2026.
  • Avidian Wealth Enterprises sold 8,793 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q1 2026, an estimated $265K.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.01% of Avidian Wealth Enterprises's portfolio in Q1 2026, its #553 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 20 quarters since.
  • Avidian Wealth Enterprises's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $25M in Q3 2017.
  • 570 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q1 2026, filed 7 May 2026.