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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
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
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

Keystone Wealth Services's SPAB Position: Q1 2026 in Review

Keystone Wealth Services opened a new position in State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q1 2026: 35,359 shares worth $906K. The stake represents 0.19% of the portfolio and ranks #127 among its holdings. This is a return to the name: Keystone Wealth Services previously reported a position in SPAB as recently as Q3 2025.

Keystone Wealth Services first reported a position in SPAB in Q4 2022 and has held it in 13 quarters since. The position peaked at $2.31M in Q4 2023. 543 funds tracked by Wall St. Rank hold SPAB as of Q1 2026.

  • Keystone Wealth Services held 35,359 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $906K as of Q1 2026.
  • State Street SPDR Portfolio Aggregate Bond ETF was a new Keystone Wealth Services position in Q1 2026.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 0.19% of Keystone Wealth Services's portfolio in Q1 2026, its #127 holding.
  • Keystone Wealth Services first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2022 and has held it in 13 quarters since.
  • Keystone Wealth Services's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $2.31M in Q4 2023.
  • 543 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q1 2026.

Based on Keystone Wealth Services's 13F filing for Q1 2026, filed 13 May 2026.