Impact Partnership Wealth
SPAB icon

Impact Partnership Wealth’s State Street SPDR Portfolio Aggregate Bond Index 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
Q3 		$954K Buy
39,177
+5,636
+17% +$141K 0.08% 162
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 $468B AUM 17.69% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Horizon Investments
Horizon Investments Charlotte, North Carolina $11.6B AUM 26.87% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
RiverFront Investment Group
RiverFront Investment Group Richmond, Virginia $8.06B AUM 17.38% 1-Year Est. Return
Tidal Investments
Tidal Investments Milwaukee, Wisconsin $59.1B AUM 42.33% 1-Year Est. Return
Willow Creek Wealth Management
Willow Creek Wealth Management Sebastopol, California $1.52B AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Impact Partnership Wealth's SPAB Position: Q3 2026 in Review

Impact Partnership Wealth increased its State Street SPDR Portfolio Aggregate Bond Index ETF (SPAB) stake by 17% in Q3 2026, buying an estimated $141K and bringing the position to 39,177 shares worth $954K. The position accounts for 0.08% of the portfolio, ranked #162.

Impact Partnership Wealth first reported a position in SPAB in Q3 2025 and has held it in 5 quarters since. 488 funds tracked by Wall St. Rank hold SPAB as of Q3 2026.

  • Impact Partnership Wealth held 39,177 shares of State Street SPDR Portfolio Aggregate Bond Index ETF worth $954K as of Q3 2026.
  • Impact Partnership Wealth bought 5,636 State Street SPDR Portfolio Aggregate Bond Index ETF shares in Q3 2026, an estimated $141K.
  • State Street SPDR Portfolio Aggregate Bond Index ETF made up 0.08% of Impact Partnership Wealth's portfolio in Q3 2026, its #162 holding.
  • Impact Partnership Wealth first reported a position in State Street SPDR Portfolio Aggregate Bond Index ETF in Q3 2025 and has held it in 5 quarters since.
  • 488 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond Index ETF as of Q3 2026.

Based on Impact Partnership Wealth's 13F filing for Q3 2026, filed 9 Nov 2026.