GSWM
SPAB icon

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

Golden State 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 		$11.1M Sell
436,311
-25,593
-6% -$653K 1.02% 17
2026
Q1 		$11.8M Sell
461,904
-43,088
-9% -$1.11M 1.29% 14
2025
Q4 		$13M Buy
504,992
+556
+0.1% +$14.4K 1.37% 15
2025
Q3 		$13M Buy
504,436
+641
+0.1% +$16.4K 1.44% 14
2025
Q2 		$12.9M Sell
503,795
-8,014
-2% -$203K 1.57% 12
2025
Q1 		$13.1M Buy
511,809
+854
+0.2% +$21.5K 1.94% 8
2024
Q4 		$12.8M Buy
+510,955
New +$13M 1.91% 8
2022
Q1 		$14.5M Buy
521,473
+18,214
+4% +$520K 2.84% 6
2021
Q4 		$14.9M Buy
503,259
+54,895
+12% +$1.63M 2.57% 6
2021
Q3 		$13.4M Buy
448,364
+26,830
+6% +$809K 2.91% 6
2021
Q2 		$12.7M Buy
421,534
+65,913
+19% +$1.97M 2.79% 6
2021
Q1 		$10.5M Buy
355,621
+64,447
+22% +$1.94M 3.48% 5
2020
Q4 		$8.96M Buy
291,174
+62,840
+28% +$1.93M 2.6% 7
2020
Q3 		$7.04M Sell
228,334
-32,629
-13% -$1.01M 2.35% 8
2020
Q2 		$8.19M Buy
260,963
+153,986
+144% +$4.7M 2.1% 7
2020
Q1 		$3.23M Buy
+106,977
New +$3.18M 1.43% 15
2019
Q4 		– Sell
-18,321
Closed -$543K – 790
2019
Q3 		$543K Buy
18,321
+5,030
+38% +$148K 0.18% 104
2019
Q2 		$387K Buy
13,291
+2,679
+25% +$76.7K 0.12% 146
2019
Q1 		$303K Buy
+10,612
New +$298K 0.1% 165

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

Golden State Wealth Management's SPAB Position: Q2 2026 in Review

Golden State Wealth Management reduced its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 5.5% in Q2 2026, selling an estimated $653K and leaving 436,311 shares worth $11.1M. The position accounts for 1.02% of the portfolio, ranked #17.

Golden State Wealth Management first reported a position in SPAB in Q1 2019 and has held it in 19 quarters since. The position peaked at $14.9M in Q4 2021. 536 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

  • Golden State Wealth Management held 436,311 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $11.1M as of Q2 2026.
  • Golden State Wealth Management sold 25,593 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2026, an estimated $653K.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 1.02% of Golden State Wealth Management's portfolio in Q2 2026, its #17 holding.
  • Golden State Wealth Management first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q1 2019 and has held it in 19 quarters since.
  • Golden State Wealth Management's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $14.9M in Q4 2021.
  • 536 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.