Bellwether Advisors’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Bellwether 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 Q3	–	Sell	-2,373	Closed	-$60.7K	–	503
2025 Q2	$60.7K	Hold	2,373	–	–	0.01%	204
2025 Q1	$60.6K	Sell	2,373 -268	-10%	-$6.76K	0.01%	209
2024 Q4	$66K	Buy	+2,641	New	+$67.1K	0.01%	208
2023 Q2	–	Sell	-3,715	Closed	-$95.8K	–	382
2023 Q1	$95.8K	Sell	3,715 -4,122	-53%	-$105K	0.03%	158
2022 Q4	$197K	Sell	7,837 -616	-7%	-$15.4K	0.06%	121
2022 Q3	$210K	Buy	8,453 +222	+3%	+$5.82K	0.07%	102
2022 Q2	$216K	Hold	8,231	–	–	0.07%	112
2022 Q1	$228K	Hold	8,231	–	–	0.07%	131
2021 Q4	$243K	Hold	8,231	–	–	0.08%	117
2021 Q3	$245K	Hold	8,231	–	–	0.08%	136
2021 Q2	$247K	Hold	8,231	–	–	0.09%	119
2021 Q1	$244K	Hold	8,231	–	–	0.1%	104
2020 Q4	$253K	Buy	+8,231	New	+$253K	0.11%	99

Other funds holding SPAB

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Bellwether Advisors's SPAB Position: Q3 2025 in Review

Bellwether Advisors sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q3 2025, closing a stake of 2,373 shares — an estimated $60.7K sold.

Bellwether Advisors first reported a position in SPAB in Q4 2020 and held it in 13 quarters. The position peaked at $253K in Q4 2020. 489 funds tracked by Wall St. Rank hold SPAB as of Q3 2025.

Bellwether Advisors reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q3 2025 after selling out during the quarter.
Bellwether Advisors sold 2,373 State Street SPDR Portfolio Aggregate Bond ETF shares in Q3 2025, an estimated $60.7K.
Bellwether Advisors first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2020 and held it in 13 quarters.
Bellwether Advisors's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $253K in Q4 2020.
489 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q3 2025.

Based on Bellwether Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.