Balance Wealth’s State Street SPDR Portfolio Aggregate Bond Index ETF SPAB Stock Holding History

Balance 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
2026 Q3	$971K	Sell	39,855 -10,765	-21%	-$270K	0.23%	63
2026 Q2	$1.29M	Sell	50,620 -3,303	-6%	-$84.3K	0.34%	54
2026 Q1	$1.38M	Sell	53,923 -1,116	-2%	-$28.8K	0.43%	52
2025 Q4	$1.42M	Sell	55,039 -5,122	-9%	-$133K	0.45%	52
2025 Q3	$1.56M	Sell	60,161 -137,786	-70%	-$3.53M	0.38%	46
2025 Q2	$5.07M	Sell	197,947 -31,062	-14%	-$785K	2.97%	6
2025 Q1	$5.85M	Buy	+229,009	New	+$5.78M	3.8%	5

Other funds holding SPAB

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Willow Creek Wealth Management Sebastopol, California $1.52B AUM

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Great Lakes Retirement Sandusky, Ohio $1.14B AUM 34.02% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Balance Wealth's SPAB Position: Q3 2026 in Review

Balance Wealth reduced its State Street SPDR Portfolio Aggregate Bond Index ETF (SPAB) stake by 21% in Q3 2026, selling an estimated $270K and leaving 39,855 shares worth $971K. The position accounts for 0.23% of the portfolio, ranked #63.

Balance Wealth first reported a position in SPAB in Q1 2025 and has held it in 7 quarters since. The position peaked at $5.85M in Q1 2025. 281 funds tracked by Wall St. Rank hold SPAB as of Q3 2026.

Balance Wealth held 39,855 shares of State Street SPDR Portfolio Aggregate Bond Index ETF worth $971K as of Q3 2026.
Balance Wealth sold 10,765 State Street SPDR Portfolio Aggregate Bond Index ETF shares in Q3 2026, an estimated $270K.
State Street SPDR Portfolio Aggregate Bond Index ETF made up 0.23% of Balance Wealth's portfolio in Q3 2026, its #63 holding.
Balance Wealth first reported a position in State Street SPDR Portfolio Aggregate Bond Index ETF in Q1 2025 and has held it in 7 quarters since.
Balance Wealth's State Street SPDR Portfolio Aggregate Bond Index ETF position peaked at $5.85M in Q1 2025.
281 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond Index ETF as of Q3 2026.

Based on Balance Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.