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

Burt 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 Q3	$7.37M	Sell	285,082 -4,092	-1%	-$105K	1.81%	11
2025 Q2	$7.4M	Sell	289,174 -3,062	-1%	-$77.4K	1.69%	13
2025 Q1	$7.46M	Sell	292,236 -15,105	-5%	-$381K	1.87%	14
2024 Q4	$7.68M	Sell	307,341 -9,233	-3%	-$235K	1.95%	14
2024 Q3	$8.28M	Sell	316,574 -4,863	-2%	-$125K	2.04%	14
2024 Q2	$8.06M	Sell	321,437 -8,585	-3%	-$214K	2.13%	14
2024 Q1	$8.34M	Buy	330,022 +287	+0.1%	+$7.26K	2.12%	14
2023 Q4	$8.45M	Buy	+329,735	New	+$8.11M	2.41%	14
2022 Q3	–	Sell	-317,265	Closed	-$8.36M	–	98
2022 Q2	$8.36M	Buy	+317,265	New	+$8.45M	2.91%	14

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

Burt Wealth Advisors's SPAB Position: Q3 2025 in Review

Burt Wealth Advisors reduced its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 1.4% in Q3 2025, selling an estimated $105K and leaving 285,082 shares worth $7.37M. The position accounts for 1.81% of the portfolio, ranked #11.

Burt Wealth Advisors first reported a position in SPAB in Q2 2022 and has held it in 9 quarters since. The position peaked at $8.45M in Q4 2023. 489 funds tracked by Wall St. Rank hold SPAB as of Q3 2025.

Burt Wealth Advisors held 285,082 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $7.37M as of Q3 2025.
Burt Wealth Advisors sold 4,092 State Street SPDR Portfolio Aggregate Bond ETF shares in Q3 2025, an estimated $105K.
State Street SPDR Portfolio Aggregate Bond ETF made up 1.81% of Burt Wealth Advisors's portfolio in Q3 2025, its #11 holding.
Burt Wealth Advisors first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q2 2022 and has held it in 9 quarters since.
Burt Wealth Advisors's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $8.45M in Q4 2023.
489 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q3 2025.

Based on Burt Wealth Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.