HWM
SPAB icon

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

Hemington 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
2025
Q3 		$23K Hold
895
– – ﹤0.01% 591
2025
Q2 		$22K Sell
895
-37
-4% -$935 ﹤0.01% 593
2025
Q1 		$23K Sell
932
-356
-28% -$8.98K ﹤0.01% 546
2024
Q4 		$32K Sell
1,288
-11
-0.8% -$280 0.01% 421
2024
Q3 		$32K Buy
+1,299
New +$33.5K 0.01% 390

Other funds holding SPAB

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Hemington Wealth Management's SPAB Position: Q3 2025 in Review

Hemington Wealth Management held its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) position steady in Q3 2025 at 895 shares worth $23K. The position accounts for ﹤0.01% of the portfolio, ranked #591.

Hemington Wealth Management first reported a position in SPAB in Q3 2024 and has held it in 5 quarters since. The position peaked at $32K in Q4 2024. 489 funds tracked by Wall St. Rank hold SPAB as of Q3 2025.

  • Hemington Wealth Management held 895 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $23K as of Q3 2025.
  • Hemington Wealth Management left its State Street SPDR Portfolio Aggregate Bond ETF share count unchanged in Q3 2025.
  • State Street SPDR Portfolio Aggregate Bond ETF made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #591 holding.
  • Hemington Wealth Management first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q3 2024 and has held it in 5 quarters since.
  • Hemington Wealth Management's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $32K in Q4 2024.
  • 489 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.