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 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

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return

Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return

Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return

Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

Financial Planning Fort Collins Fort Collins, Colorado $127M AUM

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return