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 Q2	$1.97M	Sell	77,205 -5,238	-6%	-$134K	1.01%	26
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 $445B AUM 25.58% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

International Private Wealth Advisors's SPAB Position: Q2 2026 in Review

International Private Wealth Advisors reduced its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 6.4% in Q2 2026, selling an estimated $134K and leaving 77,205 shares worth $1.97M. The position accounts for 1.01% of the portfolio, ranked #26.

International Private Wealth Advisors first reported a position in SPAB in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.46M in Q4 2023. 539 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

International Private Wealth Advisors held 77,205 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $1.97M as of Q2 2026.
International Private Wealth Advisors sold 5,238 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2026, an estimated $134K.
State Street SPDR Portfolio Aggregate Bond ETF made up 1.01% of International Private Wealth Advisors's portfolio in Q2 2026, its #26 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 11 quarters since.
International Private Wealth Advisors's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $4.46M in Q4 2023.
539 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on International Private Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.