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

Dogwood 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
2026 Q2	$10K	Hold	392	–	–	﹤0.01%	383
2026 Q1	$10K	Hold	392	–	–	﹤0.01%	342
2025 Q4	$10.1K	Hold	392	–	–	﹤0.01%	292
2025 Q3	$10.1K	Hold	392	–	–	﹤0.01%	273
2025 Q2	$9.92K	Hold	392	–	–	﹤0.01%	280
2025 Q1	$10K	Hold	392	–	–	0.01%	192
2024 Q4	$9.8K	Hold	392	–	–	0.01%	186
2024 Q3	$10.2K	Buy	392 +2	+0.5%	+$52	0.01%	161
2024 Q2	$9.79K	Sell	390 -16,212	-98%	-$404K	0.01%	174
2024 Q1	$420K	Sell	16,602 -9,517	-36%	-$241K	0.28%	52
2023 Q4	$670K	Buy	+26,119	New	+$643K	0.52%	36

Other funds holding SPAB

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return

Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return

Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return

Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

Financial Planning Fort Collins Fort Collins, Colorado $127M AUM