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

Gateway 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
2026
Q1 		$28.4M Buy
1,107,920
+631,384
+132% +$16.3M 1.11% 9
2025
Q4 		$12.3M Buy
476,536
+89,347
+23% +$2.31M 1.37% 12
2025
Q3 		$10M Buy
387,189
+77,920
+25% +$1.99M 1.35% 12
2025
Q2 		$7.92M Buy
309,269
+25,262
+9% +$639K 1.5% 7
2025
Q1 		$7.25M Buy
284,007
+9,769
+4% +$246K 1.63% 8
2024
Q4 		$6.85M Buy
274,238
+38,852
+17% +$988K 1.78% 8
2024
Q3 		$6.15M Buy
235,386
+15,376
+7% +$396K 1.7% 8
2024
Q2 		$5.52M Buy
220,010
+25,258
+13% +$630K 1.67% 9
2024
Q1 		$4.92M Buy
194,752
+3,161
+2% +$79.9K 1.77% 9
2023
Q4 		$4.91M Sell
191,591
-555,163
-74% -$13.7M 1.98% 10
2023
Q3 		$18.2M Sell
746,754
-49,770
-6% -$1.24M 3.28% 7
2023
Q2 		$20.2M Buy
796,524
+8,800
+1% +$225K 3.61% 7
2023
Q1 		$20.3M Sell
787,724
-67,893
-8% -$1.74M 3.13% 8
2022
Q4 		$21.5M Buy
+855,617
New +$21.4M 3.7% 8

Other funds holding SPAB

LPL Financial
LPL Financial San Diego, California $377B 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 $38.1B AUM 19.66% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B 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 $14.1B AUM 25.71% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Gateway Wealth Partners's SPAB Position: Q1 2026 in Review

Gateway Wealth Partners increased its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 132% in Q1 2026, buying an estimated $16.3M and bringing the position to 1,107,920 shares worth $28.4M. The position accounts for 1.11% of the portfolio, ranked #9.

Gateway Wealth Partners first reported a position in SPAB in Q4 2022 and has held it in 14 quarters since. 543 funds tracked by Wall St. Rank hold SPAB as of Q1 2026.

  • Gateway Wealth Partners held 1,107,920 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $28.4M as of Q1 2026.
  • Gateway Wealth Partners bought 631,384 State Street SPDR Portfolio Aggregate Bond ETF shares in Q1 2026, an estimated $16.3M.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 1.11% of Gateway Wealth Partners's portfolio in Q1 2026, its #9 holding.
  • Gateway Wealth Partners first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2022 and has held it in 14 quarters since.
  • 543 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q1 2026.

Based on Gateway Wealth Partners's 13F filing for Q1 2026, filed 15 May 2026.