APWA
SPAB icon

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

Atlas Private 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 		$209K Buy
+8,192
New +$209K 0.05% 138
2025
Q3 		– Sell
-12,322
Closed -$315K – 190
2025
Q2 		$315K Sell
12,322
-2,484
-17% -$62.8K 0.04% 152
2025
Q1 		$378K Sell
14,806
-1,874
-11% -$47.3K 0.05% 128
2024
Q4 		$417K Sell
16,680
-2,154
-11% -$54.8K 0.06% 113
2024
Q3 		$492K Buy
18,834
+424
+2% +$10.9K 0.07% 101
2024
Q2 		$462K Buy
18,410
+9,181
+99% +$229K 0.08% 97
2024
Q1 		$233K Sell
9,229
-5,971
-39% -$151K 0.08% 99
2023
Q4 		$390K Sell
15,200
-1,226
-7% -$30.2K 0.07% 104
2023
Q3 		$400K Buy
16,426
+410
+3% +$10.2K 0.08% 121
2023
Q2 		$406K Buy
16,016
+7,372
+85% +$189K 0.08% 123
2023
Q1 		$223K Sell
8,644
-5,704
-40% -$146K 0.1% 117
2022
Q4 		$361K Sell
14,348
-11,230
-44% -$281K 0.19% 95
2022
Q3 		$638K Sell
25,578
-586
-2% -$15.4K 0.38% 63
2022
Q2 		$689K Sell
26,164
-415,654
-94% -$11.1M 0.41% 61
2022
Q1 		$12.3M Buy
441,818
+232,939
+112% +$6.66M 5.45% 2
2021
Q4 		$6.19M Buy
208,879
+172,356
+472% +$5.13M 2.86% 10
2021
Q3 		$1.09M Buy
36,523
+34,944
+2,213% +$1.05M 0.57% 35
2021
Q2 		$47K Buy
1,579
+311
+25% +$9.28K 0.03% 238
2021
Q1 		$38K Buy
1,268
+723
+133% +$21.8K 0.02% 265
2020
Q4 		$17K Buy
545
+190
+54% +$5.84K 0.01% 358
2020
Q3 		$11K Buy
+355
New +$11K 0.01% 380

Other funds holding SPAB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GLR
Great Lakes Retirement Sandusky, Ohio $1.13B AUM 41.06% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Atlas Private Wealth Advisors's SPAB Position: Q2 2026 in Review

Atlas Private Wealth Advisors opened a new position in State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q2 2026: 8,192 shares worth $209K. The stake represents 0.05% of the portfolio and ranks #138 among its holdings. This is a return to the name: Atlas Private Wealth Advisors previously reported a position in SPAB as recently as Q2 2025.

Atlas Private Wealth Advisors first reported a position in SPAB in Q3 2020 and has held it in 21 quarters since. The position peaked at $12.3M in Q1 2022. 258 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

  • Atlas Private Wealth Advisors held 8,192 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $209K as of Q2 2026.
  • State Street SPDR Portfolio Aggregate Bond ETF was a new Atlas Private Wealth Advisors position in Q2 2026.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 0.05% of Atlas Private Wealth Advisors's portfolio in Q2 2026, its #138 holding.
  • Atlas Private Wealth Advisors first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q3 2020 and has held it in 21 quarters since.
  • Atlas Private Wealth Advisors's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $12.3M in Q1 2022.
  • 258 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on Atlas Private Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.