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

Forza 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 Q3	$613K	Hold	25,150	–	–	0.18%	114
2026 Q2	$642K	Hold	25,150	–	–	0.2%	108
2026 Q1	$644K	Hold	25,150	–	–	0.22%	106
2025 Q4	$648K	Hold	25,150	–	–	0.23%	99
2025 Q3	$650K	Hold	25,150	–	–	0.25%	98
2025 Q2	$644K	Hold	25,150	–	–	0.26%	90
2025 Q1	$642K	Hold	25,150	–	–	0.29%	86
2024 Q4	$628K	Hold	25,150	–	–	0.29%	88
2024 Q3	$657K	Hold	25,150	–	–	0.3%	85
2024 Q2	$631K	Hold	25,150	–	–	0.33%	81
2024 Q1	$636K	Buy	+25,150	New	+$636K	0.33%	83
2023 Q4	–	Sell	-8,350	Closed	-$203K	–	185
2023 Q3	$203K	Hold	8,350	–	–	0.1%	177
2023 Q2	$212K	Hold	8,350	–	–	0.11%	174
2023 Q1	$215K	Hold	8,350	–	–	0.11%	170
2022 Q4	$210K	Buy	+8,350	New	+$209K	0.14%	134

Other funds holding SPAB

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

TrueFG Cedar Park, Texas $430M AUM 11.77% 1-Year Est. Return

Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 13.83% 1-Year Est. Return

WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return

Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return

Kagan Cocozza Asset Management Mickleton, New Jersey $162M AUM 9.64% 1-Year Est. Return

Forza Wealth Management's SPAB Position: Q3 2026 in Review

Forza Wealth Management held its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) position steady in Q3 2026 at 25,150 shares worth $613K. The position accounts for 0.18% of the portfolio, ranked #114.

Forza Wealth Management first reported a position in SPAB in Q4 2022 and has held it in 15 quarters since. The position peaked at $657K in Q3 2024. 119 funds tracked by Wall St. Rank hold SPAB as of Q3 2026.

Forza Wealth Management held 25,150 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $613K as of Q3 2026.
Forza Wealth Management left its State Street SPDR Portfolio Aggregate Bond ETF share count unchanged in Q3 2026.
State Street SPDR Portfolio Aggregate Bond ETF made up 0.18% of Forza Wealth Management's portfolio in Q3 2026, its #114 holding.
Forza Wealth Management first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2022 and has held it in 15 quarters since.
Forza Wealth Management's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $657K in Q3 2024.
119 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q3 2026.

Based on Forza Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.