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Impact Partnership Wealth’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Impact Partnership Wealth’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 		$856K Buy
33,541
+3,800
+13% +$96.9K 0.08% 160
2026
Q1 		$762K Buy
29,741
+2,825
+10% +$72.9K 0.09% 146
2025
Q4 		$693K Buy
26,916
+2,587
+11% +$67K 0.09% 153
2025
Q3 		$629K Buy
+24,329
New +$623K 0.09% 137

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

Impact Partnership Wealth's SPAB Position: Q2 2026 in Review

Impact Partnership Wealth increased its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 13% in Q2 2026, buying an estimated $96.9K and bringing the position to 33,541 shares worth $856K. The position accounts for 0.08% of the portfolio, ranked #160.

Impact Partnership Wealth first reported a position in SPAB in Q3 2025 and has held it in 4 quarters since. 542 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

  • Impact Partnership Wealth held 33,541 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $856K as of Q2 2026.
  • Impact Partnership Wealth bought 3,800 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2026, an estimated $96.9K.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 0.08% of Impact Partnership Wealth's portfolio in Q2 2026, its #160 holding.
  • Impact Partnership Wealth first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 542 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on Impact Partnership Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.