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

Core 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 		– Sell
-86,836
Closed -$2.22M – 200
2026
Q1 		$2.22M Sell
86,836
-10,808
-11% -$279K 1.03% 26
2025
Q4 		$2.51M Buy
97,644
+10,569
+12% +$274K 1.13% 24
2025
Q3 		$2.25M Buy
87,075
+9,883
+13% +$253K 1.03% 27
2025
Q2 		$1.98M Buy
+77,192
New +$1.95M 1% 30

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

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

Core Wealth Partners sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q2 2026, closing a stake of 86,836 shares — an estimated $2.22M sold.

Core Wealth Partners first reported a position in SPAB in Q2 2025 and held it in 4 quarters. The position peaked at $2.51M in Q4 2025. 536 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

  • Core Wealth Partners reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Core Wealth Partners sold 86,836 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2026, an estimated $2.22M.
  • Core Wealth Partners first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q2 2025 and held it in 4 quarters.
  • Core Wealth Partners's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $2.51M in Q4 2025.
  • 536 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on Core Wealth Partners's 13F filing for Q2 2026, filed 17 Jul 2026.