Avior Wealth Management’s State Street SPDR Portfolio Long Term Corporate Bond ETF SPLB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-1,630	Closed	-$36.2K	–	2096
2024 Q4	$36.2K	Buy	+1,630	New	+$37.7K	﹤0.01%	1246
2022 Q2	–	Sell	-14	Closed	–	–	1214
2022 Q1	$0	Hold	14	–	–	﹤0.01%	1225
2021 Q4	$0	Sell	14 -6	-30%	-$190	﹤0.01%	1213
2021 Q3	$0	Hold	20	–	–	﹤0.01%	1172
2021 Q2	$0	Sell	20 -766	-97%	-$23.6K	﹤0.01%	1127
2021 Q1	$23K	Buy	+786	New	+$24.5K	﹤0.01%	634

Other funds holding SPLB

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

NYL Investors New York $265M AUM 3.93% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

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

Avior Wealth Management sold out of State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) in Q1 2025, closing a stake of 1,630 shares — an estimated $36.2K sold.

Avior Wealth Management first reported a position in SPLB in Q1 2021 and held it in 6 quarters. The position peaked at $36.2K in Q4 2024. 167 funds tracked by Wall St. Rank hold SPLB as of Q1 2025.

Avior Wealth Management reported no remaining State Street SPDR Portfolio Long Term Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 1,630 State Street SPDR Portfolio Long Term Corporate Bond ETF shares in Q1 2025, an estimated $36.2K.
Avior Wealth Management first reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF in Q1 2021 and held it in 6 quarters.
Avior Wealth Management's State Street SPDR Portfolio Long Term Corporate Bond ETF position peaked at $36.2K in Q4 2024.
167 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Corporate Bond ETF as of Q1 2025.

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