Gateway Wealth Partners
SPAB icon

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
Q2 		$15.9M Sell
623,869
-484,051
-44% -$12.3M 0.95% 12
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 $445B AUM 25.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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 22.9% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
RiverFront Investment Group
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
Tidal Investments
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.53% 1-Year Est. Return
Horizon Investments
Horizon Investments Charlotte, North Carolina $9.15B AUM 34.53% 1-Year Est. Return

Gateway Wealth Partners's SPAB Position: Q2 2026 in Review

Gateway Wealth Partners reduced its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 44% in Q2 2026, selling an estimated $12.3M and leaving 623,869 shares worth $15.9M. The position accounts for 0.95% of the portfolio, ranked #12.

Gateway Wealth Partners first reported a position in SPAB in Q4 2022 and has held it in 15 quarters since. The position peaked at $28.4M in Q1 2026. 545 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

  • Gateway Wealth Partners held 623,869 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $15.9M as of Q2 2026.
  • Gateway Wealth Partners sold 484,051 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2026, an estimated $12.3M.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 0.95% of Gateway Wealth Partners's portfolio in Q2 2026, its #12 holding.
  • Gateway Wealth Partners first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Gateway Wealth Partners's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $28.4M in Q1 2026.
  • 545 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.