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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
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 $377B AUM 19.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Envestnet Asset Management
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
HI
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
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Kestra Private Wealth Services's SPAB Position: Q1 2026 in Review

Kestra Private Wealth Services reduced its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 1.4% in Q1 2026, selling an estimated $20.3K and leaving 57,154 shares worth $1.46M. The position accounts for 0.02% of the portfolio, ranked #662.

Kestra Private Wealth Services first reported a position in SPAB in Q3 2022 and has held it in 15 quarters since. The position peaked at $1.59M in Q2 2025. 543 funds tracked by Wall St. Rank hold SPAB as of Q1 2026.

  • Kestra Private Wealth Services held 57,154 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $1.46M as of Q1 2026.
  • Kestra Private Wealth Services sold 785 State Street SPDR Portfolio Aggregate Bond ETF shares in Q1 2026, an estimated $20.3K.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 0.02% of Kestra Private Wealth Services's portfolio in Q1 2026, its #662 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 15 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 Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.