Alliance Wealth Management Group
SPAB icon

Alliance Wealth Management Group’s State Street SPDR Portfolio Aggregate Bond Index ETF SPAB Stock Holding History

Alliance Wealth Management Group’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
2026
Q3 		$8.63M Buy
354,440
+15,978
+5% +$400K 1.73% 20
2026
Q2 		$8.64M Sell
338,462
-7,589
-2% -$194K 1.68% 20
2026
Q1 		$8.87M Buy
346,051
+11,460
+3% +$296K 1.94% 19
2025
Q4 		$8.62M Buy
334,591
+9,905
+3% +$256K 1.89% 19
2025
Q3 		$8.39M Buy
324,686
+18,492
+6% +$473K 1.87% 18
2025
Q2 		$7.84M Sell
306,194
-10,813
-3% -$273K 2% 17
2025
Q1 		$8.1M Buy
317,007
+9,220
+3% +$233K 2.18% 16
2024
Q4 		$7.69M Sell
307,787
-1,440
-0.5% -$36.6K 2.06% 18
2024
Q3 		$8.08M Buy
309,227
+2,263
+0.7% +$58.3K 2.15% 16
2024
Q2 		$7.7M Buy
306,964
+13,094
+4% +$326K 2.2% 15
2024
Q1 		$7.43M Buy
293,870
+4,679
+2% +$118K 2.18% 15
2023
Q4 		$7.41M Buy
+289,191
New +$7.11M 2.31% 15
2023
Q2 		$6.53M Buy
257,227
+2,385
+0.9% +$61K 2.12% 16
2023
Q1 		$6.57M Buy
254,842
+12,922
+5% +$331K 2.23% 16
2022
Q4 		$6.08M Sell
241,920
-30,892
-11% -$774K 2.22% 15
2022
Q3 		$6.81M Sell
272,812
-17,997
-6% -$472K 2.65% 15
2022
Q2 		$7.66M Sell
290,809
-20,761
-7% -$553K 2.83% 12
2022
Q1 		$8.66M Buy
311,570
+8,919
+3% +$255K 2.82% 12
2021
Q4 		$8.96M Sell
302,651
-7,008
-2% -$208K 2.78% 13
2021
Q3 		$9.24M Buy
309,659
+8,613
+3% +$260K 3% 12
2021
Q2 		$9.03M Sell
301,046
-2,612
-0.9% -$77.9K 3% 12
2021
Q1 		$9M Buy
303,658
+20,760
+7% +$626K 3.4% 11
2020
Q4 		$8.71M Buy
282,898
+24,404
+9% +$750K 3.43% 10
2020
Q3 		$7.96M Buy
258,494
+19,066
+8% +$590K 3.42% 11
2020
Q2 		$7.39M Sell
239,428
-23,364
-9% -$714K 3.37% 11
2020
Q1 		$7.94M Buy
262,792
+7,605
+3% +$226K 4.23% 7
2019
Q4 		$7.5M Buy
255,187
+62
+0% +$1.83K 3.34% 12
2019
Q3 		$7.56M Buy
255,125
+12,087
+5% +$356K 3.63% 7
2019
Q2 		$7.09M Buy
243,038
+10,176
+4% +$291K 3.47% 10
2019
Q1 		$6.65M Sell
232,862
-6,644
-3% -$187K 3.52% 8
2018
Q4 		$6.67M Sell
239,506
-6,106
-2% -$168K 3.98% 7
2018
Q3 		$6.81M Buy
245,612
+423
+0.2% +$11.8K 3.71% 8
2018
Q2 		$6.84M Buy
245,189
+5,334
+2% +$149K 3.96% 6
2018
Q1 		$6.75M Buy
239,855
+24,896
+12% +$702K 3.17% 9
2017
Q4 		$6.17M Buy
+214,959
New +$6.19M 3.06% 10

Other funds holding SPAB

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Horizon Investments
Horizon Investments Charlotte, North Carolina $11.6B AUM 26.87% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
RiverFront Investment Group
RiverFront Investment Group Richmond, Virginia $8.06B AUM 17.38% 1-Year Est. Return
Tidal Investments
Tidal Investments Milwaukee, Wisconsin $59.1B AUM 42.33% 1-Year Est. Return
Willow Creek Wealth Management
Willow Creek Wealth Management Sebastopol, California $1.52B AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Tobias Financial Advisors
Tobias Financial Advisors Plantation, Florida $830M AUM 11.73% 1-Year Est. Return

Alliance Wealth Management Group's SPAB Position: Q3 2026 in Review

Alliance Wealth Management Group increased its State Street SPDR Portfolio Aggregate Bond Index ETF (SPAB) stake by 4.7% in Q3 2026, buying an estimated $400K and bringing the position to 354,440 shares worth $8.63M. The position accounts for 1.73% of the portfolio, ranked #20.

Alliance Wealth Management Group first reported a position in SPAB in Q4 2017 and has held it in 35 quarters since. The position peaked at $9.24M in Q3 2021. 466 funds tracked by Wall St. Rank hold SPAB as of Q3 2026.

  • Alliance Wealth Management Group held 354,440 shares of State Street SPDR Portfolio Aggregate Bond Index ETF worth $8.63M as of Q3 2026.
  • Alliance Wealth Management Group bought 15,978 State Street SPDR Portfolio Aggregate Bond Index ETF shares in Q3 2026, an estimated $400K.
  • State Street SPDR Portfolio Aggregate Bond Index ETF made up 1.73% of Alliance Wealth Management Group's portfolio in Q3 2026, its #20 holding.
  • Alliance Wealth Management Group first reported a position in State Street SPDR Portfolio Aggregate Bond Index ETF in Q4 2017 and has held it in 35 quarters since.
  • Alliance Wealth Management Group's State Street SPDR Portfolio Aggregate Bond Index ETF position peaked at $9.24M in Q3 2021.
  • 466 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond Index ETF as of Q3 2026.

Based on Alliance Wealth Management Group's 13F filing for Q3 2026, filed 29 Oct 2026.