Avior Wealth Management’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

Avior Wealth Management’s Portfolio SPBO Stock Details SPBO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-5,801	Closed	-$166K	–	2090
2024 Q4	$166K	Sell	5,801 -17,816	-75%	-$521K	0.01%	751
2024 Q3	$709K	Buy	23,617 +5,165	+28%	+$152K	0.03%	367
2024 Q2	$530K	Hold	18,452	–	–	0.02%	418
2024 Q1	$537K	Hold	18,452	–	–	0.03%	426
2023 Q4	$543K	Buy	+18,452	New	+$517K	0.03%	322

Other funds holding SPBO

RWP

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.53B AUM 17.43% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

Avior Wealth Management's SPBO Position: Q1 2025 in Review

Avior Wealth Management sold out of State Street SPDR Portfolio Corporate Bond ETF (SPBO) in Q1 2025, closing a stake of 5,801 shares — an estimated $166K sold.

Avior Wealth Management first reported a position in SPBO in Q4 2023 and held it in 5 quarters. The position peaked at $709K in Q3 2024. 162 funds tracked by Wall St. Rank hold SPBO as of Q1 2025.

Avior Wealth Management reported no remaining State Street SPDR Portfolio Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 5,801 State Street SPDR Portfolio Corporate Bond ETF shares in Q1 2025, an estimated $166K.
Avior Wealth Management first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q4 2023 and held it in 5 quarters.
Avior Wealth Management's State Street SPDR Portfolio Corporate Bond ETF position peaked at $709K in Q3 2024.
162 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.