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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
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

WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
TWM
Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return
APC
Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return
WFS
Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return
CIM
Capital Investment Management Lees Summit, Missouri $326M AUM