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Altus Wealth Group’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Altus Wealth 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
Q2 		$1.19M Sell
46,564
-1,236
-3% -$31.5K 0.43% 42
2026
Q1 		$1.22M Buy
47,800
+2,244
+5% +$57.9K 0.5% 39
2025
Q4 		$1.17M Sell
45,556
-5,959
-12% -$154K 0.47% 40
2025
Q3 		$1.33M Sell
51,515
-3,043
-6% -$77.9K 0.55% 39
2025
Q2 		$1.4M Sell
54,558
-23,050
-30% -$583K 0.62% 34
2025
Q1 		$1.98M Sell
77,608
-3,456
-4% -$87.2K 0.93% 23
2024
Q4 		$2.03M Buy
81,064
+2,633
+3% +$66.9K 0.9% 28
2024
Q3 		$2.05M Buy
78,431
+6,709
+9% +$173K 0.88% 30
2024
Q2 		$1.8M Buy
71,722
+3,286
+5% +$81.9K 0.9% 28
2024
Q1 		$1.73M Buy
+68,436
New +$1.73M 0.87% 30

Other funds holding SPAB

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
T
TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return
TWM
Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return
APC
Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return

Altus Wealth Group's SPAB Position: Q2 2026 in Review

Altus Wealth Group reduced its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 2.6% in Q2 2026, selling an estimated $31.5K and leaving 46,564 shares worth $1.19M. The position accounts for 0.43% of the portfolio, ranked #42.

Altus Wealth Group first reported a position in SPAB in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.05M in Q3 2024. 81 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

  • Altus Wealth Group held 46,564 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $1.19M as of Q2 2026.
  • Altus Wealth Group sold 1,236 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2026, an estimated $31.5K.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 0.43% of Altus Wealth Group's portfolio in Q2 2026, its #42 holding.
  • Altus Wealth Group first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • Altus Wealth Group's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $2.05M in Q3 2024.
  • 81 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on Altus Wealth Group's 13F filing for Q2 2026, filed 17 Jul 2026.