Apella Capital’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Apella Capital’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	$64.3M	Buy	2,646,568 +422,963	+19%	+$10.6M	0.82%	29
2026 Q2	$56.3M	Buy	2,223,605 +416,473	+23%	+$10.6M	0.8%	30
2026 Q1	$46.5M	Buy	1,807,132 +470,528	+35%	+$12.1M	0.69%	36
2025 Q4	$34.4M	Buy	1,336,604 +263,546	+25%	+$6.82M	0.68%	38
2025 Q3	$28M	Buy	1,073,058 +235,242	+28%	+$6.02M	0.62%	43
2025 Q2	$21.2M	Buy	837,816 +327,649	+64%	+$8.28M	0.58%	38
2025 Q1	$12.9M	Buy	510,167 +418,413	+456%	+$10.6M	0.44%	48
2024 Q4	$2.29M	Buy	+91,754	New	+$2.33M	0.09%	108

Other funds holding SPAB

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

TWM

Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 13.83% 1-Year Est. Return

WFPG

Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

VAG

VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

BCM

Barden Capital Management Austin, Texas $110M AUM 15.2% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Apella Capital's SPAB Position: Q3 2026 in Review

Apella Capital increased its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 19% in Q3 2026, buying an estimated $10.6M and bringing the position to 2,646,568 shares worth $64.3M. The position accounts for 0.82% of the portfolio, ranked #29.

Apella Capital first reported a position in SPAB in Q4 2024 and has held it in 8 quarters since. 47 funds tracked by Wall St. Rank hold SPAB as of Q3 2026.

Apella Capital held 2,646,568 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $64.3M as of Q3 2026.
Apella Capital bought 422,963 State Street SPDR Portfolio Aggregate Bond ETF shares in Q3 2026, an estimated $10.6M.
State Street SPDR Portfolio Aggregate Bond ETF made up 0.82% of Apella Capital's portfolio in Q3 2026, its #29 holding.
Apella Capital first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2024 and has held it in 8 quarters since.
47 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.