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

FSB Premier 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 		$5.67M Sell
222,217
-4,511
-2% -$115K 1.6% 11
2026
Q1 		$5.81M Buy
226,728
+13,378
+6% +$345K 1.82% 8
2025
Q4 		$5.49M Buy
213,350
+2,867
+1% +$74.2K 1.74% 10
2025
Q3 		$5.44M Sell
210,483
-849
-0.4% -$21.7K 1.79% 8
2025
Q2 		$5.41M Sell
211,332
-2,369
-1% -$59.9K 1.93% 5
2025
Q1 		$5.46M Buy
213,701
+293
+0.1% +$7.39K 2.13% 6
2024
Q4 		$5.33M Buy
213,408
+4,758
+2% +$121K 2.14% 6
2024
Q3 		$5.45M Buy
208,650
+12,468
+6% +$321K 2.24% 6
2024
Q2 		$4.92M Buy
196,182
+1,737
+0.9% +$43.3K 2.22% 7
2024
Q1 		$4.92M Buy
194,445
+13,984
+8% +$354K 2.29% 8
2023
Q4 		$4.63M Sell
180,461
-4,067
-2% -$100K 2.32% 8
2023
Q3 		$4.49M Buy
184,528
+753
+0.4% +$18.8K 2.5% 8
2023
Q2 		$4.66M Sell
183,775
-449
-0.2% -$11.5K 2.53% 7
2023
Q1 		$4.75M Buy
184,224
+17,931
+11% +$459K 2.64% 7
2022
Q4 		$4.18M Sell
166,293
-5,512
-3% -$138K 2.29% 8
2022
Q3 		$4.29M Sell
171,805
-2,552
-1% -$66.9K 2.51% 8
2022
Q2 		$4.59M Sell
174,357
-6,130
-3% -$163K 2.55% 9
2022
Q1 		$4.84M Sell
180,487
-8,395
-4% -$240K 2.43% 9
2021
Q4 		$5.59M Buy
188,882
+4,325
+2% +$129K 2.33% 10
2021
Q3 		$5.51M Buy
184,557
+11,708
+7% +$353K 2.76% 10
2021
Q2 		$5.19M Sell
172,849
-5,024
-3% -$150K 2.65% 11
2021
Q1 		$5.27M Sell
177,873
-17,266
-9% -$521K 2.84% 9
2020
Q4 		$6.01M Buy
+195,139
New +$5.99M 3.22% 9

Other funds holding SPAB

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Envestnet Asset Management
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

FSB Premier Wealth Management's SPAB Position: Q2 2026 in Review

FSB Premier Wealth Management reduced its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 2% in Q2 2026, selling an estimated $115K and leaving 222,217 shares worth $5.67M. The position accounts for 1.6% of the portfolio, ranked #11.

FSB Premier Wealth Management first reported a position in SPAB in Q4 2020 and has held it in 23 quarters since. The position peaked at $6.01M in Q4 2020. 539 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

  • FSB Premier Wealth Management held 222,217 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $5.67M as of Q2 2026.
  • FSB Premier Wealth Management sold 4,511 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2026, an estimated $115K.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 1.6% of FSB Premier Wealth Management's portfolio in Q2 2026, its #11 holding.
  • FSB Premier Wealth Management first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • FSB Premier Wealth Management's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $6.01M in Q4 2020.
  • 539 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on FSB Premier Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.