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Kestra Private Wealth Services’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Kestra Private Wealth Services’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 		$1.39M Sell
54,280
-2,874
-5% -$73.3K 0.02% 744
2026
Q1 		$1.46M Sell
57,154
-785
-1% -$20.3K 0.02% 662
2025
Q4 		$1.49M Buy
57,939
+25
+0% +$647 0.02% 646
2025
Q3 		$1.5M Sell
57,914
-4,309
-7% -$110K 0.02% 627
2025
Q2 		$1.59M Buy
62,223
+2,057
+3% +$52K 0.02% 571
2025
Q1 		$1.54M Sell
60,166
-473
-0.8% -$11.9K 0.03% 534
2024
Q4 		$1.52M Buy
60,639
+680
+1% +$17.3K 0.03% 508
2024
Q3 		$1.57M Buy
59,959
+248
+0.4% +$6.39K 0.03% 486
2024
Q2 		$1.5M Sell
59,711
-1,654
-3% -$41.2K 0.03% 461
2024
Q1 		$1.55M Buy
61,365
+53
+0.1% +$1.34K 0.04% 440
2023
Q4 		$1.57M Buy
61,312
+1,021
+2% +$25.1K 0.04% 412
2023
Q3 		$1.47M Buy
60,291
+6,521
+12% +$162K 0.05% 376
2023
Q2 		$1.36M Buy
53,770
+861
+2% +$22K 0.05% 371
2023
Q1 		$1.36M Sell
52,909
-71
-0.1% -$1.82K 0.05% 344
2022
Q4 		$1.33M Sell
52,980
-4,297
-8% -$108K 0.07% 309
2022
Q3 		$1.43M Buy
+57,277
New +$1.5M 0.08% 265

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 $3.38T AUM 44.17% 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 22.9% 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

Kestra Private Wealth Services's SPAB Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 5% in Q2 2026, selling an estimated $73.3K and leaving 54,280 shares worth $1.39M. The position accounts for 0.02% of the portfolio, ranked #744.

Kestra Private Wealth Services first reported a position in SPAB in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.59M in Q2 2025. 543 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

  • Kestra Private Wealth Services held 54,280 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $1.39M as of Q2 2026.
  • Kestra Private Wealth Services sold 2,874 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2026, an estimated $73.3K.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 0.02% of Kestra Private Wealth Services's portfolio in Q2 2026, its #744 holding.
  • Kestra Private Wealth Services first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q3 2022 and has held it in 16 quarters since.
  • Kestra Private Wealth Services's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $1.59M in Q2 2025.
  • 543 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.