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

Barnes Wealth Management Group’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 		$558K Buy
21,863
+767
+4% +$19.6K 0.26% 98
2026
Q1 		$540K Sell
21,096
-6,600
-24% -$170K 0.27% 93
2025
Q4 		$713K Sell
27,696
-341
-1% -$8.82K 0.38% 66
2025
Q3 		$725K Sell
28,037
-1,359
-5% -$34.8K 0.4% 62
2025
Q2 		$753K Sell
29,396
-2,539
-8% -$64.2K 0.44% 58
2025
Q1 		$816K Sell
31,935
-3,901
-11% -$98.4K 0.52% 50
2024
Q4 		$896K Buy
+35,836
New +$911K 0.6% 44

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

Barnes Wealth Management Group's SPAB Position: Q2 2026 in Review

Barnes Wealth Management Group increased its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 3.6% in Q2 2026, buying an estimated $19.6K and bringing the position to 21,863 shares worth $558K. The position accounts for 0.26% of the portfolio, ranked #98.

Barnes Wealth Management Group first reported a position in SPAB in Q4 2024 and has held it in 7 quarters since. The position peaked at $896K in Q4 2024. 540 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

  • Barnes Wealth Management Group held 21,863 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $558K as of Q2 2026.
  • Barnes Wealth Management Group bought 767 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2026, an estimated $19.6K.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 0.26% of Barnes Wealth Management Group's portfolio in Q2 2026, its #98 holding.
  • Barnes Wealth Management Group first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Barnes Wealth Management Group's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $896K in Q4 2024.
  • 540 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on Barnes Wealth Management Group's 13F filing for Q2 2026, filed 24 Jul 2026.