AWM
SPAB icon

Activest Wealth Management’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Activest Wealth Management’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
-915
Closed -$23.7K – 1287
2025
Q3 		$23.7K Hold
915
– – ﹤0.01% 357
2025
Q2 		$23.4K Hold
915
– – 0.01% 302
2025
Q1 		$23.4K Hold
915
– – 0.01% 272
2024
Q4 		$22.9K Hold
915
– – 0.01% 237
2024
Q3 		$23.9K Hold
915
– – 0.01% 233
2024
Q2 		$23K Hold
915
– – 0.01% 229
2024
Q1 		$23.1K Buy
+915
New +$23.1K 0.01% 165
2023
Q2 		– Sell
-915
Closed -$23.6K – 404
2023
Q1 		$23.6K Hold
915
– – 0.02% 119
2022
Q4 		$23K Hold
915
– – 0.01% 247
2022
Q3 		$23K Hold
915
– – 0.01% 244
2022
Q2 		$24K Hold
915
– – 0.02% 138
2022
Q1 		$25K Sell
915
-1,186
-56% -$33.9K 0.02% 146
2021
Q4 		$62K Hold
2,101
– – 0.04% 100
2021
Q3 		$63K Buy
2,101
+333
+19% +$10K 0.04% 105
2021
Q2 		$53K Buy
1,768
+252
+17% +$7.52K 0.04% 98
2021
Q1 		$45K Buy
+1,516
New +$45.7K 0.04% 104

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

Activest Wealth Management's SPAB Position: Q4 2025 in Review

Activest Wealth Management sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q4 2025, closing a stake of 915 shares — an estimated $23.7K sold.

Activest Wealth Management first reported a position in SPAB in Q1 2021 and held it in 16 quarters. The position peaked at $63K in Q3 2021. 528 funds tracked by Wall St. Rank hold SPAB as of Q4 2025.

  • Activest Wealth Management reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Activest Wealth Management sold 915 State Street SPDR Portfolio Aggregate Bond ETF shares in Q4 2025, an estimated $23.7K.
  • Activest Wealth Management first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q1 2021 and held it in 16 quarters.
  • Activest Wealth Management's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $63K in Q3 2021.
  • 528 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q4 2025.

Based on Activest Wealth Management's 13F filing for Q4 2025, filed 30 Jan 2026.