BRWA
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B. Riley Wealth Advisors’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

B. Riley 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
2025
Q1 		– Sell
-8,129
Closed -$203K – 1410
2024
Q4 		$203K Buy
+8,129
New +$207K 0.01% 1038
2024
Q2 		– Sell
-8,309
Closed -$202K – 1584
2024
Q1 		$202K Buy
8,309
+488
+6% +$12.3K 0.01% 1272
2023
Q4 		$201K Sell
7,821
-488
-6% -$12K 0.01% 1264
2023
Q3 		$202K Buy
+8,309
New +$207K 0.01% 1272
2023
Q2 		– Sell
-9,001
Closed -$232K – 1637
2023
Q1 		$232K Sell
9,001
-4,281
-32% -$110K 0.01% 1214
2022
Q4 		$334K Sell
13,282
-2,691
-17% -$67.4K 0.01% 987
2022
Q3 		$399K Buy
+15,973
New +$419K 0.01% 863
2022
Q1 		– Sell
-7,350
Closed -$218K – 1494
2021
Q4 		$218K Sell
7,350
-167
-2% -$4.97K 0.01% 1235
2021
Q3 		$225K Buy
+7,517
New +$227K 0.01% 1188
2015
Q1 		– Sell
-1,300
Closed -$38K – 1776
2014
Q4 		$38K Buy
+1,300
New +$37.8K ﹤0.01% 2242
2014
Q3 		– Sell
-1,300
Closed -$37.7K – 1710
2014
Q2 		$37.7K Buy
+1,300
New +$37.4K 0.01% 1155

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cerity Partners
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
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

B. Riley Wealth Advisors's SPAB Position: Q1 2025 in Review

B. Riley Wealth Advisors sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q1 2025, closing a stake of 8,129 shares — an estimated $203K sold.

B. Riley Wealth Advisors first reported a position in SPAB in Q2 2014 and held it in 11 quarters. The position peaked at $399K in Q3 2022. 510 funds tracked by Wall St. Rank hold SPAB as of Q1 2025.

  • B. Riley Wealth Advisors reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 8,129 State Street SPDR Portfolio Aggregate Bond ETF shares in Q1 2025, an estimated $203K.
  • B. Riley Wealth Advisors first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q2 2014 and held it in 11 quarters.
  • B. Riley Wealth Advisors's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $399K in Q3 2022.
  • 510 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q1 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2025, filed 28 Aug 2026.