Axxcess Wealth Management
SPAB icon

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

Axxcess 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
2026
Q3 		$1.3M Buy
53,373
+22,312
+72% +$559K 0.05% 320
2026
Q2 		$793K Sell
31,061
-14,443
-32% -$368K 0.01% 583
2026
Q1 		$1.17M Buy
45,504
+12,358
+37% +$319K 0.04% 226
2025
Q4 		$854K Buy
33,146
+14,919
+82% +$386K 0.01% 541
2025
Q3 		$471K Sell
18,227
-97,132
-84% -$2.49M 0.01% 635
2025
Q2 		$2.95M Buy
115,359
+67,479
+141% +$1.71M 0.07% 224
2025
Q1 		$1.22M Buy
47,880
+12,729
+36% +$321K 0.03% 347
2024
Q4 		$878K Sell
35,151
-52,440
-60% -$1.33M 0.02% 426
2024
Q3 		$2.29M Buy
87,591
+42,006
+92% +$1.08M 0.06% 241
2024
Q2 		$1.14M Sell
45,585
-762
-2% -$19K 0.03% 346
2024
Q1 		$1.17M Sell
46,347
-42,779
-48% -$1.08M 0.03% 341
2023
Q4 		$2.29M Buy
89,126
+29,578
+50% +$728K 0.07% 228
2023
Q3 		$1.45M Sell
59,548
-7,485
-11% -$186K 0.05% 248
2023
Q2 		$1.7M Sell
67,033
-37,904
-36% -$970K 0.12% 154
2023
Q1 		$2.71M Sell
104,937
-45,188
-30% -$1.16M 0.2% 101
2022
Q4 		$3.77M Buy
150,125
+74,336
+98% +$1.86M 0.31% 69
2022
Q3 		$1.89M Buy
75,789
+6,770
+10% +$177K 0.18% 110
2022
Q2 		$1.82M Buy
69,019
+23,229
+51% +$619K 0.17% 120
2022
Q1 		$1.27M Sell
45,790
-15,202
-25% -$434K 0.1% 178
2021
Q4 		$1.81M Buy
+60,992
New +$1.81M 0.13% 134

Other funds holding SPAB

CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
AlphaStar Capital Management
AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
TrueFG
TrueFG Cedar Park, Texas $430M AUM 11.77% 1-Year Est. Return
Trinity Wealth Management
Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 13.83% 1-Year Est. Return
Leading Edge Financial Planning
Leading Edge Financial Planning Knoxville, Tennessee $483M AUM 11.03% 1-Year Est. Return

Axxcess Wealth Management's SPAB Position: Q3 2026 in Review

Axxcess Wealth Management increased its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 72% in Q3 2026, buying an estimated $559K and bringing the position to 53,373 shares worth $1.3M. The position accounts for 0.05% of the portfolio, ranked #320.

Axxcess Wealth Management first reported a position in SPAB in Q4 2021 and has held it in 20 quarters since. The position peaked at $3.77M in Q4 2022. 152 funds tracked by Wall St. Rank hold SPAB as of Q3 2026.

  • Axxcess Wealth Management held 53,373 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $1.3M as of Q3 2026.
  • Axxcess Wealth Management bought 22,312 State Street SPDR Portfolio Aggregate Bond ETF shares in Q3 2026, an estimated $559K.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 0.05% of Axxcess Wealth Management's portfolio in Q3 2026, its #320 holding.
  • Axxcess Wealth Management first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2021 and has held it in 20 quarters since.
  • Axxcess Wealth Management's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $3.77M in Q4 2022.
  • 152 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q3 2026.

Based on Axxcess Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.