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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
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% -$2.25K 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 		$4.51M Buy
162,471
+3,624
+2% +$104K 2.87% 5
2021
Q4 		$4.71M 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

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

Independent Wealth Network's SPAB Position: Q2 2026 in Review

Independent Wealth Network increased its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 1% in Q2 2026, buying an estimated $29.7K and bringing the position to 114,092 shares worth $2.91M. The position accounts for 0.74% of the portfolio, ranked #25.

Independent Wealth Network first reported a position in SPAB in Q3 2021 and has held it in 20 quarters since. The position peaked at $4.88M in Q4 2025. 539 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

  • Independent Wealth Network held 114,092 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $2.91M as of Q2 2026.
  • Independent Wealth Network bought 1,163 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2026, an estimated $29.7K.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 0.74% of Independent Wealth Network's portfolio in Q2 2026, its #25 holding.
  • Independent Wealth Network first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q3 2021 and has held it in 20 quarters since.
  • Independent Wealth Network's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $4.88M in Q4 2025.
  • 539 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.