DWS
SPAB icon

Dynamic Wealth Strategies’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Dynamic Wealth Strategies’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 		$9.61K Hold
375
– – 0.01% 229
2025
Q4 		$9.66K Sell
375
-9
-2% -$233 0.01% 216
2025
Q3 		$9.93K Hold
384
– – 0.01% 202
2025
Q2 		$9.83K Hold
384
– – 0.01% 197
2025
Q1 		$9.81K Buy
+384
New +$9.69K 0.01% 191
2024
Q4 		– Sell
-598
Closed -$16K – 203
2024
Q3 		$16K Hold
598
– – 0.01% 179
2024
Q2 		$15K Hold
598
– – 0.01% 179
2024
Q1 		$15K Hold
598
– – 0.01% 183
2023
Q4 		$15.3K Buy
+598
New +$14.7K 0.01% 185

Other funds holding SPAB

LPL Financial
LPL Financial San Diego, California $376B 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 $38B AUM 19.66% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.5B 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 $6.83B AUM 12.51% 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 $13B AUM 25.71% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $32.1B AUM 59.58% 1-Year Est. Return