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

Ameliora 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
Q3 		– Sell
-1,200
Closed -$30.7K – 233
2025
Q2 		$30.7K Hold
1,200
– – 0.01% 166
2025
Q1 		$30.6K Hold
1,200
– – 0.01% 170
2024
Q4 		$30K Buy
+1,200
New +$30.5K 0.01% 169

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
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Ameliora Wealth Management's SPAB Position: Q3 2025 in Review

Ameliora Wealth Management sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q3 2025, closing a stake of 1,200 shares — an estimated $30.7K sold.

Ameliora Wealth Management first reported a position in SPAB in Q4 2024 and held it in 3 quarters. The position peaked at $30.7K in Q2 2025. 489 funds tracked by Wall St. Rank hold SPAB as of Q3 2025.

  • Ameliora Wealth Management reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Ameliora Wealth Management sold 1,200 State Street SPDR Portfolio Aggregate Bond ETF shares in Q3 2025, an estimated $30.7K.
  • Ameliora Wealth Management first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2024 and held it in 3 quarters.
  • Ameliora Wealth Management's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $30.7K in Q2 2025.
  • 489 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q3 2025.

Based on Ameliora Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.