International Private Wealth Advisors’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

International Private Wealth Advisors’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 Q1	$2.11M	Buy	82,443 +13,087	+19%	+$338K	1.29%	21
2025 Q4	$1.79M	Buy	69,356 +7,425	+12%	+$192K	1.12%	24
2025 Q3	$1.6M	Sell	61,931 -22,633	-27%	-$579K	1.01%	26
2025 Q2	$2.16M	Buy	84,564 +20,107	+31%	+$508K	1.86%	12
2025 Q1	$1.65M	Buy	64,457 +8,105	+14%	+$204K	1.58%	12
2024 Q4	$1.41M	Buy	56,352 +14,618	+35%	+$372K	1.4%	15
2024 Q3	$1.09M	Buy	41,734 +19,790	+90%	+$510K	1.6%	13
2024 Q2	$551K	Buy	21,944 +6,127	+39%	+$153K	0.93%	23
2024 Q1	$400K	Sell	15,817 -158,036	-91%	-$4M	0.77%	38
2023 Q4	$4.46M	Buy	+173,853	New	+$4.28M	4.41%	6

Other funds holding SPAB

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

International Private Wealth Advisors's SPAB Position: Q1 2026 in Review

International Private Wealth Advisors increased its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 19% in Q1 2026, buying an estimated $338K and bringing the position to 82,443 shares worth $2.11M. The position accounts for 1.29% of the portfolio, ranked #21.

International Private Wealth Advisors first reported a position in SPAB in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.46M in Q4 2023. 543 funds tracked by Wall St. Rank hold SPAB as of Q1 2026.

International Private Wealth Advisors held 82,443 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $2.11M as of Q1 2026.
International Private Wealth Advisors bought 13,087 State Street SPDR Portfolio Aggregate Bond ETF shares in Q1 2026, an estimated $338K.
State Street SPDR Portfolio Aggregate Bond ETF made up 1.29% of International Private Wealth Advisors's portfolio in Q1 2026, its #21 holding.
International Private Wealth Advisors first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2023 and has held it in 10 quarters since.
International Private Wealth Advisors's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $4.46M in Q4 2023.
543 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q1 2026.

Based on International Private Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.