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Concord Wealth Partners’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Concord Wealth Partners’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 		$366K Sell
14,333
-380
-3% -$9.69K 0.04% 167
2026
Q1 		$377K Buy
14,713
+1,622
+12% +$41.8K 0.05% 154
2025
Q4 		$337K Buy
13,091
+1,552
+13% +$40.2K 0.04% 162
2025
Q3 		$298K Buy
11,539
+1,587
+16% +$40.6K 0.04% 164
2025
Q2 		$255K Sell
9,952
-20
-0.2% -$506 0.04% 182
2025
Q1 		$255K Sell
9,972
-13
-0.1% -$328 0.04% 175
2024
Q4 		$250K Buy
9,985
+3,647
+58% +$92.7K 0.04% 184
2024
Q3 		$166K Buy
6,338
+55
+0.9% +$1.42K 0.03% 218
2024
Q2 		$158K Buy
6,283
+240
+4% +$5.98K 0.03% 214
2024
Q1 		$153K Sell
6,043
-127
-2% -$3.21K 0.03% 231
2023
Q4 		$158K Buy
6,170
+57
+0.9% +$1.4K 0.03% 229
2023
Q3 		$149K Buy
6,113
+836
+16% +$20.8K 0.03% 225
2023
Q2 		$134K Sell
5,277
-368
-7% -$9.41K 0.03% 237
2023
Q1 		$146K Sell
5,645
-542
-9% -$13.9K 0.04% 205
2022
Q4 		$155K Buy
+6,187
New +$155K 0.05% 192
2022
Q3 		– Sell
-1,996
Closed -$53K – 995
2022
Q2 		$53K Buy
1,996
+1,946
+3,892% +$51.9K 0.01% 365
2022
Q1 		$1K Buy
+50
New +$1.43K ﹤0.01% 1246

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

Concord Wealth Partners's SPAB Position: Q2 2026 in Review

Concord Wealth Partners reduced its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 2.6% in Q2 2026, selling an estimated $9.69K and leaving 14,333 shares worth $366K. The position accounts for 0.04% of the portfolio, ranked #167.

Concord Wealth Partners first reported a position in SPAB in Q1 2022 and has held it in 17 quarters since. The position peaked at $377K in Q1 2026. 538 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

  • Concord Wealth Partners held 14,333 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $366K as of Q2 2026.
  • Concord Wealth Partners sold 380 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2026, an estimated $9.69K.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 0.04% of Concord Wealth Partners's portfolio in Q2 2026, its #167 holding.
  • Concord Wealth Partners first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q1 2022 and has held it in 17 quarters since.
  • Concord Wealth Partners's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $377K in Q1 2026.
  • 538 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.