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

Austin Wealth Management’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 Q2	–	Sell	-27,019	Closed	-$685K	–	144
2025 Q1	$685K	Sell	27,019 -3,066	-10%	-$77.4K	0.14%	70
2024 Q4	$753K	Sell	30,085 -2,230	-7%	-$56.7K	0.16%	66
2024 Q3	$840K	Sell	32,315 -204	-0.6%	-$5.25K	0.18%	62
2024 Q2	$824K	Sell	32,519 -119	-0.4%	-$2.97K	0.19%	60
2024 Q1	$816K	Sell	32,638 -1,594	-5%	-$40.3K	0.2%	60
2023 Q4	$858K	Sell	34,232 -2,060	-6%	-$50.7K	0.23%	53
2023 Q3	$894K	Buy	+36,292	New	+$904K	0.28%	48

Other funds holding SPAB

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

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

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

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

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

RIG

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Austin Wealth Management's SPAB Position: Q2 2025 in Review

Austin Wealth Management sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q2 2025, closing a stake of 27,019 shares — an estimated $685K sold.

Austin Wealth Management first reported a position in SPAB in Q3 2023 and held it in 7 quarters. The position peaked at $894K in Q3 2023. 506 funds tracked by Wall St. Rank hold SPAB as of Q2 2025.

Austin Wealth Management reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q2 2025 after selling out during the quarter.
Austin Wealth Management sold 27,019 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2025, an estimated $685K.
Austin Wealth Management first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q3 2023 and held it in 7 quarters.
Austin Wealth Management's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $894K in Q3 2023.
506 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2025.

Based on Austin Wealth Management's 13F filing for Q2 2025, filed 8 Aug 2025.