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AWM
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
–
1338
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
–
405
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
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Carson Wealth (CWM LLC)
Omaha, Nebraska
$38B AUM
19.66%
1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis, Minnesota
$6.83B AUM
12.51%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Cerity Partners
New York
$70.5B AUM
21.68%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
RIG
RiverFront Investment Group
Richmond, Virginia
$6.46B AUM
18.45%
1-Year Est. Return
HI
Horizon Investments
Charlotte, North Carolina
$8.92B AUM
25.62%
1-Year Est. Return
ETC
Exchange Traded Concepts
Oklahoma City, Oklahoma
$13B AUM
25.71%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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