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 Q2	$9.57K	Hold	375	–	–	0.01%	241
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	–	202
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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

Dynamic Wealth Strategies's SPAB Position: Q2 2026 in Review

Dynamic Wealth Strategies held its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) position steady in Q2 2026 at 375 shares worth $9.57K. The position accounts for 0.01% of the portfolio, ranked #241.

Dynamic Wealth Strategies first reported a position in SPAB in Q4 2023 and has held it in 10 quarters since. The position peaked at $16K in Q3 2024. 536 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

Dynamic Wealth Strategies held 375 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $9.57K as of Q2 2026.
Dynamic Wealth Strategies left its State Street SPDR Portfolio Aggregate Bond ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio Aggregate Bond ETF made up 0.01% of Dynamic Wealth Strategies's portfolio in Q2 2026, its #241 holding.
Dynamic Wealth Strategies first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2023 and has held it in 10 quarters since.
Dynamic Wealth Strategies's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $16K in Q3 2024.
536 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q2 2026, filed 23 Jul 2026.