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

Avior Wealth Management’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
Q2 		$3.53M Buy
117,540
+890
+0.8% +$26.7K 0.09% 185
2026
Q1 		$3.51M Buy
116,650
+227
+0.2% +$6.85K 0.1% 178
2025
Q4 		$3.52M Buy
116,423
+921
+0.8% +$27.8K 0.11% 143
2025
Q3 		$3.5M Sell
115,502
-3,923
-3% -$118K 0.11% 138
2025
Q2 		$3.61M Buy
119,425
+49
+0% +$1.47K 0.12% 133
2025
Q1 		$3.59M Sell
119,376
-864
-0.7% -$25.9K 0.14% 130
2024
Q4 		$3.59M Sell
120,240
-1,318
-1% -$39.5K 0.13% 123
2024
Q3 		$3.68M Buy
121,558
+1,030
+0.9% +$30.9K 0.15% 116
2024
Q2 		$3.58M Buy
120,528
+119,399
+10,576% +$3.54M 0.15% 115
2024
Q1 		$33.6K Buy
1,129
+973
+624% +$28.9K ﹤0.01% 1385
2023
Q4 		$4.64K Buy
+156
New +$4.59K ﹤0.01% 1168
2023
Q3 		– Sell
-1,222
Closed -$36K – 1666
2023
Q2 		$36K Buy
+1,222
New +$36.1K ﹤0.01% 832
2022
Q2 		– Sell
-7,261
Closed -$218K – 1215
2022
Q1 		$218K Buy
+7,261
New +$222K 0.02% 423
2020
Q1 		– Sell
-446
Closed -$13K – 888
2019
Q4 		$13K Hold
446
– – ﹤0.01% 580
2019
Q3 		$13K Hold
446
– – ﹤0.01% 568
2019
Q2 		$14K Hold
446
– – ﹤0.01% 567
2019
Q1 		$13K Hold
446
– – ﹤0.01% 516
2018
Q4 		$13K Hold
446
– – ﹤0.01% 556
2018
Q3 		$13K Hold
446
– – ﹤0.01% 561
2018
Q2 		$13K Buy
446
+115
+35% +$3.47K ﹤0.01% 572
2018
Q1 		$10K Buy
+331
New +$10K ﹤0.01% 581
2016
Q1 		– Sell
-120
Closed -$4K – 507
2015
Q4 		$4K Buy
+120
New +$3.66K ﹤0.01% 377

Other funds holding SPSB

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

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

Avior Wealth Management increased its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 0.76% in Q2 2026, buying an estimated $26.7K and bringing the position to 117,540 shares worth $3.53M. The position accounts for 0.09% of the portfolio, ranked #185.

Avior Wealth Management first reported a position in SPSB in Q4 2015 and has held it in 22 quarters since. The position peaked at $3.68M in Q3 2024. 571 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

  • Avior Wealth Management held 117,540 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $3.53M as of Q2 2026.
  • Avior Wealth Management bought 890 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2026, an estimated $26.7K.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.09% of Avior Wealth Management's portfolio in Q2 2026, its #185 holding.
  • Avior Wealth Management first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2015 and has held it in 22 quarters since.
  • Avior Wealth Management's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $3.68M in Q3 2024.
  • 571 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

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