CLA (CliftonLarsonAllen) Wealth Advisors
SPAB icon

CLA (CliftonLarsonAllen) Wealth Advisors’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

CLA (CliftonLarsonAllen) 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
2026
Q3 		$257M Buy
10,567,608
+780,089
+8% +$19.5M 3.36% 7
2026
Q2 		$250M Buy
9,787,519
+457,858
+5% +$11.7M 3.28% 7
2026
Q1 		$239M Sell
9,329,661
-5,881,647
-39% -$152M 3.5% 5
2025
Q4 		$392M Buy
15,211,308
+1,045,991
+7% +$27.1M 5.92% 4
2025
Q3 		$366M Buy
14,165,317
+1,530,403
+12% +$39.2M 5.78% 4
2025
Q2 		$323M Buy
12,634,914
+889,542
+8% +$22.5M 5.43% 4
2025
Q1 		$300M Sell
11,745,372
-1,075,695
-8% -$27.1M 5.59% 4
2024
Q4 		$320M Buy
12,821,067
+888,988
+7% +$22.6M 6.21% 4
2024
Q3 		$312M Buy
11,932,079
+1,129,056
+10% +$29.1M 7.19% 3
2024
Q2 		$271M Buy
10,803,023
+848,951
+9% +$21.2M 5.81% 4
2024
Q1 		$252M Buy
9,954,072
+2,950,659
+42% +$74.6M 5.73% 4
2023
Q4 		$180M Buy
7,003,413
+188,600
+3% +$4.64M 4.47% 4
2023
Q3 		$166M Buy
6,814,813
+490,616
+8% +$12.2M 4.64% 4
2023
Q2 		$160M Buy
6,324,197
+2,500,735
+65% +$64M 4.5% 3
2023
Q1 		$98.6M Buy
+3,823,462
New +$97.8M 2.91% 12

Other funds holding SPAB

Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
T
TrueFG Cedar Park, Texas $430M AUM 11.77% 1-Year Est. Return
TWM
Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 13.83% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's SPAB Position: Q3 2026 in Review

CLA (CliftonLarsonAllen) Wealth Advisors increased its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 8% in Q3 2026, buying an estimated $19.5M and bringing the position to 10,567,608 shares worth $257M. The position accounts for 3.36% of the portfolio, ranked #7.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in SPAB in Q1 2023 and has held it in 15 quarters since. The position peaked at $392M in Q4 2025. 66 funds tracked by Wall St. Rank hold SPAB as of Q3 2026.

  • CLA (CliftonLarsonAllen) Wealth Advisors held 10,567,608 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $257M as of Q3 2026.
  • CLA (CliftonLarsonAllen) Wealth Advisors bought 780,089 State Street SPDR Portfolio Aggregate Bond ETF shares in Q3 2026, an estimated $19.5M.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 3.36% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q3 2026, its #7 holding.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q1 2023 and has held it in 15 quarters since.
  • CLA (CliftonLarsonAllen) Wealth Advisors's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $392M in Q4 2025.
  • 66 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q3 2026.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.