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SPAB icon

FWG Investments’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

FWG Investments’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 		$819K Sell
31,972
-4,324
-12% -$112K 0.52% 53
2025
Q4 		$935K Sell
36,296
-1,434
-4% -$37.1K 0.6% 49
2025
Q3 		$975K Sell
37,730
-18,804
-33% -$481K 0.67% 44
2025
Q2 		$1.45M Sell
56,534
-8,503
-13% -$215K 1.1% 25
2025
Q1 		$1.66M Sell
65,037
-35,135
-35% -$886K 1.95% 15
2024
Q4 		$2.5M Sell
100,172
-918
-0.9% -$23.3K 1.95% 9
2024
Q3 		$2.64M Buy
101,090
+17,730
+21% +$457K 2.29% 7
2024
Q2 		$2.09M Buy
83,360
+8,337
+11% +$208K 2.11% 9
2024
Q1 		$1.9M Buy
75,023
+20,789
+38% +$526K 2.06% 9
2023
Q4 		$1.39M Buy
+54,234
New +$1.33M 1.73% 13

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 $7.61B AUM 16.44% 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