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Congress Wealth Management’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Congress Wealth Management’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
Q2 		– Sell
-35,877
Closed -$916K – 1212
2025
Q1 		$916K Buy
35,877
+83
+0.2% +$2.09K 0.01% 651
2024
Q4 		$894K Buy
35,794
+5,753
+19% +$146K 0.01% 535
2024
Q3 		$785K Sell
30,041
-4,550
-13% -$117K 0.01% 557
2024
Q2 		$868K Buy
34,591
+66
+0.2% +$1.65K 0.01% 453
2024
Q1 		$873K Sell
34,525
-17,130
-33% -$433K 0.02% 386
2023
Q4 		$1.32M Buy
51,655
+17,555
+51% +$432K 0.02% 358
2023
Q3 		$830K Buy
34,100
+16,271
+91% +$405K 0.02% 396
2023
Q2 		$452K Buy
17,829
+3,129
+21% +$80K 0.01% 430
2023
Q1 		$379K Sell
14,700
-3,487
-19% -$89.2K 0.01% 451
2022
Q4 		$457K Sell
18,187
-2,980
-14% -$74.7K 0.01% 419
2022
Q3 		$528K Buy
21,167
+4,975
+31% +$130K 0.01% 399
2022
Q2 		$427K Sell
16,192
-51,997
-76% -$1.39M 0.01% 428
2022
Q1 		$1.9M Sell
68,189
-15,797
-19% -$451K 0.04% 297
2021
Q4 		$2.49M Buy
+83,986
New +$2.5M 0.05% 288

Other funds holding SPAB

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Carson Wealth (CWM LLC)
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Congress Wealth Management's SPAB Position: Q2 2025 in Review

Congress Wealth Management sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q2 2025, closing a stake of 35,877 shares — an estimated $916K sold.

Congress Wealth Management first reported a position in SPAB in Q4 2021 and held it in 14 quarters. The position peaked at $2.49M in Q4 2021. 506 funds tracked by Wall St. Rank hold SPAB as of Q2 2025.

  • Congress Wealth Management reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Congress Wealth Management sold 35,877 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2025, an estimated $916K.
  • Congress Wealth Management first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2021 and held it in 14 quarters.
  • Congress Wealth Management's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $2.49M in Q4 2021.
  • 506 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.