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Iron Horse Wealth Management’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Iron Horse Wealth Management’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
2025
Q2 		$92.5K Sell
3,613
-36
-1% -$910 0.03% 94
2025
Q1 		$93.2K Buy
3,649
+714
+24% +$18K 0.03% 82
2024
Q4 		$73.3K Buy
2,935
+15
+0.5% +$381 0.02% 89
2024
Q3 		$76.3K Buy
2,920
+6
+0.2% +$155 0.03% 86
2024
Q2 		$73.1K Buy
2,914
+9
+0.3% +$224 0.03% 79
2024
Q1 		$73.4K Buy
2,905
+79
+3% +$2K 0.03% 72
2023
Q4 		$72.5K Sell
2,826
-48
-2% -$1.18K 0.03% 69
2023
Q3 		$70K Sell
2,874
-292
-9% -$7.28K 0.03% 67
2023
Q2 		$80.3K Sell
3,166
-1,760
-36% -$45K 0.04% 60
2023
Q1 		$127K Buy
4,926
+35
+0.7% +$895 0.06% 47
2022
Q4 		$123K Buy
4,891
+3,574
+271% +$89.5K 0.07% 49
2022
Q3 		$33K Sell
1,317
-3,042
-70% -$79.7K 0.05% 50
2022
Q2 		$115K Sell
4,359
-665
-13% -$17.7K 0.07% 48
2022
Q1 		$140K Sell
5,024
-67
-1% -$1.91K 0.08% 44
2021
Q4 		$151K Sell
5,091
-18
-0.4% -$535 0.08% 44
2021
Q3 		$153K Sell
5,109
-977
-16% -$29.5K 0.09% 43
2021
Q2 		$183K Buy
6,086
+519
+9% +$15.5K 0.12% 43
2021
Q1 		$165K Sell
5,567
-224
-4% -$6.76K 0.12% 44
2020
Q4 		$178K Buy
+5,791
New +$178K 0.14% 36

Other funds holding SPAB

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Iron Horse Wealth Management's SPAB Position: Q2 2025 in Review

Iron Horse Wealth Management reduced its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 0.99% in Q2 2025, selling an estimated $910 and leaving 3,613 shares worth $92.5K. The position accounts for 0.03% of the portfolio, ranked #94.

Iron Horse Wealth Management first reported a position in SPAB in Q4 2020 and has held it in 19 quarters since. The position peaked at $183K in Q2 2021. 506 funds tracked by Wall St. Rank hold SPAB as of Q2 2025.

  • Iron Horse Wealth Management held 3,613 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $92.5K as of Q2 2025.
  • Iron Horse Wealth Management sold 36 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2025, an estimated $910.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 0.03% of Iron Horse Wealth Management's portfolio in Q2 2025, its #94 holding.
  • Iron Horse Wealth Management first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2020 and has held it in 19 quarters since.
  • Iron Horse Wealth Management's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $183K in Q2 2021.
  • 506 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.