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

Austin Private Wealth’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
Q4 		$644K Buy
25,005
+16,823
+206% +$435K 0.05% 150
2025
Q3 		$212K Sell
8,182
-218,354
-96% -$5.59M 0.02% 282
2025
Q2 		$5.8M Buy
226,536
+201,935
+821% +$5.1M 0.46% 44
2025
Q1 		$628K Buy
+24,601
New +$621K 0.06% 136

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Austin Private Wealth's SPAB Position: Q4 2025 in Review

Austin Private Wealth increased its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 206% in Q4 2025, buying an estimated $435K and bringing the position to 25,005 shares worth $644K. The position accounts for 0.05% of the portfolio, ranked #150.

Austin Private Wealth first reported a position in SPAB in Q1 2025 and has held it in 4 quarters since. The position peaked at $5.8M in Q2 2025. 527 funds tracked by Wall St. Rank hold SPAB as of Q4 2025.

  • Austin Private Wealth held 25,005 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $644K as of Q4 2025.
  • Austin Private Wealth bought 16,823 State Street SPDR Portfolio Aggregate Bond ETF shares in Q4 2025, an estimated $435K.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 0.05% of Austin Private Wealth's portfolio in Q4 2025, its #150 holding.
  • Austin Private Wealth first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q1 2025 and has held it in 4 quarters since.
  • Austin Private Wealth's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $5.8M in Q2 2025.
  • 527 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q4 2025.

Based on Austin Private Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.