Aquire Wealth Advisors’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Aquire Wealth Advisors’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	$2.29M	Sell	89,629 -12,989	-13%	-$331K	0.52%	17
2026 Q1	$2.63M	Sell	102,618 -6,111	-6%	-$158K	0.69%	14
2025 Q4	$2.8M	Sell	108,729 -10,766	-9%	-$279K	0.73%	14
2025 Q3	$3.09M	Sell	119,495 -6,191	-5%	-$158K	0.76%	15
2025 Q2	$3.22M	Sell	125,686 -1,961	-2%	-$49.6K	0.86%	15
2025 Q1	$3.26M	Sell	127,647 -5,495	-4%	-$139K	1%	14
2024 Q4	$3.33M	Sell	133,142 -5,762	-4%	-$146K	1.03%	14
2024 Q3	$3.63M	Sell	138,904 -3,822	-3%	-$98.4K	1.14%	14
2024 Q2	$3.58M	Sell	142,726 -899	-0.6%	-$22.4K	1.2%	15
2024 Q1	$3.63M	Sell	143,625 -9,649	-6%	-$244K	1.27%	15
2023 Q4	$3.93M	Sell	153,274 -918	-0.6%	-$22.6K	1.49%	14
2023 Q3	$3.75M	Sell	154,192 -10,443	-6%	-$260K	1.57%	15
2023 Q2	$4.18M	Sell	164,635 -1,341	-0.8%	-$34.3K	1.67%	15
2023 Q1	$4.28M	Sell	165,976 -1,952	-1%	-$49.9K	1.87%	14
2022 Q4	$4.22M	Sell	167,928 -4,293	-2%	-$108K	2.1%	15
2022 Q3	$4.3M	Sell	172,221 -2,753	-2%	-$72.2K	2.49%	13
2022 Q2	$4.61M	Sell	174,974 -3,307	-2%	-$88.1K	2.69%	14
2022 Q1	$4.95M	Sell	178,281 -94	-0.1%	-$2.69K	2.64%	13
2021 Q4	$5.28M	Buy	+178,375	New	+$5.3M	2.77%	11

Other funds holding SPAB

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

Aquire Wealth Advisors's SPAB Position: Q2 2026 in Review

Aquire Wealth Advisors reduced its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 13% in Q2 2026, selling an estimated $331K and leaving 89,629 shares worth $2.29M. The position accounts for 0.52% of the portfolio, ranked #17.

Aquire Wealth Advisors first reported a position in SPAB in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.28M in Q4 2021. 536 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

Aquire Wealth Advisors held 89,629 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $2.29M as of Q2 2026.
Aquire Wealth Advisors sold 12,989 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2026, an estimated $331K.
State Street SPDR Portfolio Aggregate Bond ETF made up 0.52% of Aquire Wealth Advisors's portfolio in Q2 2026, its #17 holding.
Aquire Wealth Advisors first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2021 and has held it in 19 quarters since.
Aquire Wealth Advisors's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $5.28M in Q4 2021.
536 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on Aquire Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.