AWM
SPAB icon

Avior Wealth Management’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Avior Wealth Management’s Portfolio SPAB Stock Details SPAB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.6M Buy
180,128
+1,627
+0.9% +$41.5K 0.12% 151
2026
Q1 		$4.57M Buy
178,501
+84
+0% +$2.17K 0.13% 148
2025
Q4 		$4.59M Sell
178,417
-1,300
-0.7% -$33.6K 0.14% 120
2025
Q3 		$4.65M Buy
179,717
+1,293
+0.7% +$33.1K 0.15% 114
2025
Q2 		$4.57M Buy
178,424
+2,487
+1% +$62.9K 0.16% 108
2025
Q1 		$4.49M Sell
175,937
-2,018
-1% -$50.9K 0.17% 98
2024
Q4 		$4.45M Buy
177,955
+1,933
+1% +$49.1K 0.16% 103
2024
Q3 		$4.6M Sell
176,022
-4,573
-3% -$118K 0.18% 92
2024
Q2 		$4.53M Buy
180,595
+168,834
+1,436% +$4.21M 0.19% 90
2024
Q1 		$297K Buy
11,761
+11,746
+78,307% +$297K 0.01% 588
2023
Q4 		$384 Hold
15
– – ﹤0.01% 1439
2023
Q3 		$365 Hold
15
– – ﹤0.01% 1516
2023
Q2 		$380 Sell
15
-49
-77% -$1.25K ﹤0.01% 1482
2023
Q1 		$1.65K Sell
64
-59
-48% -$1.51K ﹤0.01% 1414
2022
Q4 		$3.11K Hold
123
– – ﹤0.01% 1009
2022
Q3 		$3K Sell
123
-40,415
-100% -$1.06M ﹤0.01% 996
2022
Q2 		$1.07M Buy
40,538
+1
+0% +$27 0.11% 140
2022
Q1 		$1.13M Hold
40,537
– – 0.1% 147
2021
Q4 		$1.2M Hold
40,537
– – 0.1% 161
2021
Q3 		$1.21M Buy
40,537
+28
+0.1% +$844 0.1% 155
2021
Q2 		$1.22M Buy
40,509
+30
+0.1% +$895 0.12% 150
2021
Q1 		$1.2M Hold
40,479
– – 0.13% 153
2020
Q4 		$1.25M Hold
40,479
– – 0.15% 137
2020
Q3 		$1.25M Sell
40,479
-33
-0.1% -$1.02K 0.18% 126
2020
Q2 		$1.25M Sell
40,512
-3,274
-7% -$100K 0.2% 122
2020
Q1 		$1.32M Buy
43,786
+35,750
+445% +$1.06M 0.26% 101
2019
Q4 		$236K Buy
8,036
+7,944
+8,635% +$234K 0.04% 353
2019
Q3 		$2K Buy
92
+33
+56% +$971 ﹤0.01% 690
2019
Q2 		$2K Hold
59
– – ﹤0.01% 741
2019
Q1 		$1K Hold
59
– – ﹤0.01% 625
2018
Q4 		$1K Hold
59
– – ﹤0.01% 686
2018
Q3 		$2K Buy
59
+15
+34% +$417 ﹤0.01% 685
2018
Q2 		$1K Hold
44
– – ﹤0.01% 751
2018
Q1 		$1K Buy
+44
New +$1.24K ﹤0.01% 758

Other funds holding SPAB

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

Avior Wealth Management's SPAB Position: Q2 2026 in Review

Avior Wealth Management increased its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 0.91% in Q2 2026, buying an estimated $41.5K and bringing the position to 180,128 shares worth $4.6M. The position accounts for 0.12% of the portfolio, ranked #151.

Avior Wealth Management first reported a position in SPAB in Q1 2018 and has held it in 34 quarters since. The position peaked at $4.65M in Q3 2025. 543 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

  • Avior Wealth Management held 180,128 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $4.6M as of Q2 2026.
  • Avior Wealth Management bought 1,627 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2026, an estimated $41.5K.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 0.12% of Avior Wealth Management's portfolio in Q2 2026, its #151 holding.
  • Avior Wealth Management first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q1 2018 and has held it in 34 quarters since.
  • Avior Wealth Management's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $4.65M in Q3 2025.
  • 543 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.