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Balboa Wealth Partners’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Balboa Wealth Partners’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
Q2 		– Sell
-13,265
Closed -$340K – 501
2026
Q1 		$340K Buy
13,265
+4,316
+48% +$111K 0.06% 276
2025
Q4 		$230K Buy
+8,949
New +$232K 0.04% 347
2025
Q3 		– Sell
-44,347
Closed -$1.14M – 429
2025
Q2 		$1.14M Buy
44,347
+31,894
+256% +$806K 0.23% 80
2025
Q1 		$318K Buy
12,453
+2,092
+20% +$52.8K 0.08% 187
2024
Q4 		$259K Sell
10,361
-17,329
-63% -$441K 0.06% 236
2024
Q3 		$724K Buy
27,690
+17,605
+175% +$453K 0.18% 107
2024
Q2 		$253K Sell
10,085
-72
-0.7% -$1.79K 0.07% 216
2024
Q1 		$257K Sell
10,157
-11,618
-53% -$294K 0.08% 186
2023
Q4 		$558K Buy
21,775
+9,183
+73% +$226K 0.19% 100
2023
Q3 		$306K Sell
12,592
-1,771
-12% -$44.1K 0.12% 149
2023
Q2 		$364K Sell
14,363
-6,556
-31% -$168K 0.13% 142
2023
Q1 		$540K Sell
20,919
-15,263
-42% -$390K 0.2% 100
2022
Q4 		$909K Buy
36,182
+26,801
+286% +$671K 0.41% 60
2022
Q3 		$234K Buy
+9,381
New +$246K 0.1% 176

Other funds holding SPAB

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

Balboa Wealth Partners's SPAB Position: Q2 2026 in Review

Balboa Wealth Partners sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q2 2026, closing a stake of 13,265 shares — an estimated $340K sold.

Balboa Wealth Partners first reported a position in SPAB in Q3 2022 and held it in 14 quarters. The position peaked at $1.14M in Q2 2025. 536 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

  • Balboa Wealth Partners reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Balboa Wealth Partners sold 13,265 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2026, an estimated $340K.
  • Balboa Wealth Partners first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q3 2022 and held it in 14 quarters.
  • Balboa Wealth Partners's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $1.14M in Q2 2025.
  • 536 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.