AWA
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A4 Wealth Advisors’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

A4 Wealth Advisors’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
2025
Q4 		– Sell
-7,785
Closed -$201K – 168
2025
Q3 		$201K Buy
+7,785
New +$199K 0.17% 157

Other funds holding SPAB

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 22.96% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

A4 Wealth Advisors's SPAB Position: Q4 2025 in Review

A4 Wealth Advisors sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q4 2025, closing a stake of 7,785 shares — an estimated $201K sold.

A4 Wealth Advisors first reported a position in SPAB in Q3 2025 and held it in 1 quarter. The position peaked at $201K in Q3 2025. 527 funds tracked by Wall St. Rank hold SPAB as of Q4 2025.

  • A4 Wealth Advisors reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • A4 Wealth Advisors sold 7,785 State Street SPDR Portfolio Aggregate Bond ETF shares in Q4 2025, an estimated $201K.
  • A4 Wealth Advisors first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q3 2025 and held it in 1 quarter.
  • A4 Wealth Advisors's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $201K in Q3 2025.
  • 527 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q4 2025.

Based on A4 Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.