AWM
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Avior Wealth Management’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Avior Wealth Management’s Portfolio SPIB Stock Details SPIB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$419K Buy
12,511
+115
+0.9% +$3.85K 0.01% 563
2026
Q1 		$416K Sell
12,396
-49
-0.4% -$1.66K 0.01% 581
2025
Q4 		$421K Sell
12,445
-139
-1% -$4.71K 0.01% 516
2025
Q3 		$426K Sell
12,584
-1,740
-12% -$58.5K 0.01% 490
2025
Q2 		$481K Sell
14,324
-413
-3% -$13.7K 0.02% 438
2025
Q1 		$490K Sell
14,737
-523
-3% -$17.2K 0.02% 414
2024
Q4 		$500K Buy
15,260
+2,382
+18% +$78.8K 0.02% 445
2024
Q3 		$434K Sell
12,878
-8
-0.1% -$266 0.02% 488
2024
Q2 		$420K Buy
12,886
+3,994
+45% +$129K 0.02% 481
2024
Q1 		$291K Sell
8,892
-2,685
-23% -$87.6K 0.01% 595
2023
Q4 		$380K Sell
11,577
-15,580
-57% -$495K 0.02% 406
2023
Q3 		$854K Sell
27,157
-8,871
-25% -$283K 0.06% 218
2023
Q2 		$1.16M Sell
36,028
-19,066
-35% -$616K 0.08% 180
2023
Q1 		$1.79M Sell
55,094
-400,117
-88% -$12.9M 0.12% 132
2022
Q4 		$14.5M Buy
455,211
+451,172
+11,170% +$14.3M 1.09% 19
2022
Q3 		$126K Sell
4,039
-50
-1% -$1.63K 0.01% 504
2022
Q2 		$133K Buy
4,089
+190
+5% +$6.28K 0.01% 465
2022
Q1 		$133K Sell
3,899
-890
-19% -$31.2K 0.01% 474
2021
Q4 		$173K Sell
4,789
-157
-3% -$5.69K 0.01% 444
2021
Q3 		$180K Sell
4,946
-22
-0.4% -$809 0.01% 431
2021
Q2 		$182K Sell
4,968
-741
-13% -$27.1K 0.02% 411
2021
Q1 		$206K Buy
5,709
+105
+2% +$3.85K 0.02% 398
2020
Q4 		$208K Buy
5,604
+131
+2% +$4.83K 0.03% 376
2020
Q3 		$201K Sell
5,473
-30
-0.5% -$1.1K 0.03% 372
2020
Q2 		$201K Buy
5,503
+981
+22% +$34.9K 0.03% 381
2020
Q1 		$153K Sell
4,522
-2,043
-31% -$71.6K 0.03% 380
2019
Q4 		$231K Sell
6,565
-770
-10% -$27.1K 0.04% 359
2019
Q3 		$258K Buy
7,335
+2,516
+52% +$88.3K 0.05% 326
2019
Q2 		$168K Buy
4,819
+285
+6% +$9.78K 0.03% 376
2019
Q1 		$154K Buy
4,534
+1,553
+52% +$52.2K 0.03% 370
2018
Q4 		$98K Buy
2,981
+376
+14% +$12.4K 0.02% 431
2018
Q3 		$87K Hold
2,605
– – 0.02% 449
2018
Q2 		$87K Buy
2,605
+1,791
+220% +$59.6K 0.02% 451
2018
Q1 		$27K Buy
+814
New +$27.5K 0.01% 525

Other funds holding SPIB

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
WMN
Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

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

Avior Wealth Management increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 0.93% in Q2 2026, buying an estimated $3.85K and bringing the position to 12,511 shares worth $419K. The position accounts for 0.01% of the portfolio, ranked #563.

Avior Wealth Management first reported a position in SPIB in Q1 2018 and has held it in 34 quarters since. The position peaked at $14.5M in Q4 2022. 583 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

  • Avior Wealth Management held 12,511 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $419K as of Q2 2026.
  • Avior Wealth Management bought 115 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $3.85K.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.01% of Avior Wealth Management's portfolio in Q2 2026, its #563 holding.
  • Avior Wealth Management first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q1 2018 and has held it in 34 quarters since.
  • Avior Wealth Management's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $14.5M in Q4 2022.
  • 583 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

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