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Independent Wealth Network’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Independent Wealth Network’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 		$2.51M Sell
102,846
-11,246
-10% -$282K 0.63% 33
2026
Q2 		$2.91M Buy
114,092
+1,163
+1% +$29.7K 0.74% 25
2026
Q1 		$2.89M Sell
112,929
-76,568
-40% -$1.98M 0.86% 22
2025
Q4 		$4.88M Buy
189,497
+16,281
+9% +$421K 1.49% 14
2025
Q3 		$4.48M Buy
173,216
+17,329
+11% +$444K 1.44% 14
2025
Q2 		$3.99M Buy
155,887
+3,412
+2% +$86.3K 1.45% 13
2025
Q1 		$3.89M Sell
152,475
-89
-0.1% -$2.24K 1.55% 12
2024
Q4 		$3.81M Buy
152,564
+5,605
+4% +$142K 1.55% 12
2024
Q3 		$3.84M Sell
146,959
-473
-0.3% -$12.2K 1.7% 11
2024
Q2 		$3.7M Sell
147,432
-7,460
-5% -$186K 1.72% 10
2024
Q1 		$3.92M Buy
154,892
+2,799
+2% +$70.8K 1.83% 11
2023
Q4 		$3.9M Sell
152,093
-7,324
-5% -$180K 2.05% 9
2023
Q3 		$3.88M Buy
159,417
+7,075
+5% +$176K 2.39% 7
2023
Q2 		$3.86M Sell
152,342
-5,459
-3% -$140K 2.32% 6
2023
Q1 		$4.07M Buy
157,801
+5,017
+3% +$128K 2.6% 6
2022
Q4 		$3.84M Buy
152,784
+4,492
+3% +$113K 2.63% 7
2022
Q3 		$3.7M Buy
148,292
+2,348
+2% +$61.5K 2.89% 6
2022
Q2 		$3.85M Sell
145,944
-16,527
-10% -$440K 2.77% 6
2022
Q1 		$4.52M Buy
162,471
+3,624
+2% +$104K 2.87% 5
2021
Q4 		$4.7M Buy
158,847
+5,253
+3% +$156K 2.9% 4
2021
Q3 		$4.57M Buy
+153,594
New +$4.63M 2.99% 4

Other funds holding SPAB

CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
AlphaStar Capital Management
AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
TrueFG
TrueFG Cedar Park, Texas $430M AUM 11.77% 1-Year Est. Return
Trinity Wealth Management
Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 13.83% 1-Year Est. Return
Leading Edge Financial Planning
Leading Edge Financial Planning Knoxville, Tennessee $483M AUM 11.03% 1-Year Est. Return

Independent Wealth Network's SPAB Position: Q3 2026 in Review

Independent Wealth Network reduced its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 9.9% in Q3 2026, selling an estimated $282K and leaving 102,846 shares worth $2.51M. The position accounts for 0.63% of the portfolio, ranked #33.

Independent Wealth Network first reported a position in SPAB in Q3 2021 and has held it in 21 quarters since. The position peaked at $4.88M in Q4 2025. 152 funds tracked by Wall St. Rank hold SPAB as of Q3 2026.

  • Independent Wealth Network held 102,846 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $2.51M as of Q3 2026.
  • Independent Wealth Network sold 11,246 State Street SPDR Portfolio Aggregate Bond ETF shares in Q3 2026, an estimated $282K.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 0.63% of Independent Wealth Network's portfolio in Q3 2026, its #33 holding.
  • Independent Wealth Network first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q3 2021 and has held it in 21 quarters since.
  • Independent Wealth Network's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $4.88M in Q4 2025.
  • 152 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q3 2026.

Based on Independent Wealth Network's 13F filing for Q3 2026, filed 19 Oct 2026.