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

Keystone 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	$869K	Sell	34,059 -1,300	-4%	-$33.2K	0.16%	139
2026 Q1	$906K	Buy	+35,359	New	+$912K	0.19%	127
2025 Q4	–	Sell	-38,173	Closed	-$987K	–	307
2025 Q3	$987K	Sell	38,173 -167	-0.4%	-$4.27K	0.22%	111
2025 Q2	$982K	Sell	38,340 -3,890	-9%	-$98.3K	0.24%	104
2025 Q1	$1.08M	Sell	42,230 -18,842	-31%	-$475K	0.29%	84
2024 Q4	$1.53M	Sell	61,072 -4,395	-7%	-$112K	0.4%	55
2024 Q3	$1.71M	Sell	65,467 -509	-0.8%	-$13.1K	0.47%	50
2024 Q2	$1.66M	Sell	65,976 -17,129	-21%	-$427K	0.52%	46
2024 Q1	$2.1M	Sell	83,105 -6,958	-8%	-$176K	0.68%	37
2023 Q4	$2.31M	Buy	90,063 +18,313	+26%	+$450K	0.79%	30
2023 Q3	$1.75M	Buy	71,750 +6,236	+10%	+$155K	0.66%	35
2023 Q2	$1.66M	Buy	65,514 +12,905	+25%	+$330K	0.62%	37
2023 Q1	$1.36M	Buy	52,609 +11,834	+29%	+$303K	0.56%	41
2022 Q4	$1.02M	Buy	+40,775	New	+$1.02M	0.45%	52

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

Keystone Wealth Services's SPAB Position: Q2 2026 in Review

Keystone Wealth Services reduced its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 3.7% in Q2 2026, selling an estimated $33.2K and leaving 34,059 shares worth $869K. The position accounts for 0.16% of the portfolio, ranked #139.

Keystone Wealth Services first reported a position in SPAB in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.31M in Q4 2023. 539 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

Keystone Wealth Services held 34,059 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $869K as of Q2 2026.
Keystone Wealth Services sold 1,300 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2026, an estimated $33.2K.
State Street SPDR Portfolio Aggregate Bond ETF made up 0.16% of Keystone Wealth Services's portfolio in Q2 2026, its #139 holding.
Keystone Wealth Services first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2022 and has held it in 14 quarters since.
Keystone Wealth Services's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $2.31M in Q4 2023.
539 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on Keystone Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.