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

FAS 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
2025 Q4	–	Sell	-991	Closed	-$25.6K	–	529
2025 Q3	$25.6K	Buy	+991	New	+$25.4K	﹤0.01%	402
2025 Q2	–	Sell	-14	Closed	-$360	–	469
2025 Q1	$360	Buy	+14	New	+$353	﹤0.01%	426
2023 Q1	–	Sell	-1,967	Closed	-$49.4K	–	429
2022 Q4	$49.4K	Buy	+1,967	New	+$49.3K	0.01%	327

Other funds holding SPAB

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

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

FAS Wealth Partners's SPAB Position: Q4 2025 in Review

FAS Wealth Partners sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q4 2025, closing a stake of 991 shares — an estimated $25.6K sold.

FAS Wealth Partners first reported a position in SPAB in Q4 2022 and held it in 3 quarters. The position peaked at $49.4K in Q4 2022. 527 funds tracked by Wall St. Rank hold SPAB as of Q4 2025.

FAS Wealth Partners reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q4 2025 after selling out during the quarter.
FAS Wealth Partners sold 991 State Street SPDR Portfolio Aggregate Bond ETF shares in Q4 2025, an estimated $25.6K.
FAS Wealth Partners first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2022 and held it in 3 quarters.
FAS Wealth Partners's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $49.4K in Q4 2022.
527 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q4 2025.

Based on FAS Wealth Partners's 13F filing for Q4 2025, filed 18 Feb 2026.