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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
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 $377B AUM 19.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Concord Wealth Partners's SPAB Position: Q1 2026 in Review

Concord Wealth Partners increased its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 12% in Q1 2026, buying an estimated $41.8K and bringing the position to 14,713 shares worth $377K. The position accounts for 0.05% of the portfolio, ranked #154.

Concord Wealth Partners first reported a position in SPAB in Q1 2022 and has held it in 16 quarters since. 543 funds tracked by Wall St. Rank hold SPAB as of Q1 2026.

  • Concord Wealth Partners held 14,713 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $377K as of Q1 2026.
  • Concord Wealth Partners bought 1,622 State Street SPDR Portfolio Aggregate Bond ETF shares in Q1 2026, an estimated $41.8K.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 0.05% of Concord Wealth Partners's portfolio in Q1 2026, its #154 holding.
  • Concord Wealth Partners first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q1 2022 and has held it in 16 quarters since.
  • 543 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.