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

IAG 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 		$7.82M Buy
306,270
+5,228
+2% +$133K 0.77% 34
2026
Q1 		$7.71M Buy
301,042
+6,969
+2% +$180K 0.86% 31
2025
Q4 		$7.57M Buy
294,073
+39,100
+15% +$1.01M 0.88% 29
2025
Q3 		$6.59M Buy
254,973
+26,853
+12% +$687K 0.79% 30
2025
Q2 		$5.84M Buy
228,120
+14,652
+7% +$370K 0.77% 30
2025
Q1 		$5.45M Buy
213,468
+10,329
+5% +$261K 0.85% 27
2024
Q4 		$5.08M Buy
203,139
+46,991
+30% +$1.19M 0.9% 27
2024
Q3 		$4.08M Buy
156,148
+13,335
+9% +$343K 0.75% 32
2024
Q2 		$3.58M Buy
142,813
+22,816
+19% +$569K 0.72% 32
2024
Q1 		$3.03M Buy
119,997
+5,371
+5% +$136K 0.65% 32
2023
Q4 		$2.94M Buy
114,626
+22,502
+24% +$554K 0.67% 31
2023
Q3 		$2.24M Buy
92,124
+1,017
+1% +$25.3K 0.63% 29
2023
Q2 		$2.31M Buy
91,107
+16,023
+21% +$410K 0.61% 29
2023
Q1 		$1.94M Buy
75,084
+10,500
+16% +$269K 0.54% 33
2022
Q4 		$1.62M Buy
64,584
+3,171
+5% +$79.4K 0.48% 34
2022
Q3 		$1.53M Buy
61,413
+10,571
+21% +$277K 0.51% 35
2022
Q2 		$1.34M Sell
50,842
-1,529
-3% -$40.7K 0.44% 34
2022
Q1 		$1.46M Sell
52,371
-1,620
-3% -$46.3K 0.46% 32
2021
Q4 		$1.6M Buy
53,991
+2,403
+5% +$71.5K 0.51% 31
2021
Q3 		$1.54M Buy
+51,588
New +$1.56M 0.55% 28

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

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

IAG Wealth Partners increased its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 1.7% in Q2 2026, buying an estimated $133K and bringing the position to 306,270 shares worth $7.82M. The position accounts for 0.77% of the portfolio, ranked #34.

IAG Wealth Partners first reported a position in SPAB in Q3 2021 and has held it in 20 quarters since. 538 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

  • IAG Wealth Partners held 306,270 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $7.82M as of Q2 2026.
  • IAG Wealth Partners bought 5,228 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2026, an estimated $133K.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 0.77% of IAG Wealth Partners's portfolio in Q2 2026, its #34 holding.
  • IAG Wealth Partners first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q3 2021 and has held it in 20 quarters since.
  • 538 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on IAG Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.