KWA
SPAB icon

Kingswood Wealth Advisors’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Kingswood Wealth Advisors’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 		$313K Sell
12,232
-1,729
-12% -$44.6K 0.01% 697
2025
Q4 		$359K Buy
13,961
+2,434
+21% +$63K 0.02% 625
2025
Q3 		$298K Buy
11,527
+954
+9% +$24.4K 0.02% 633
2025
Q2 		$271K Sell
10,573
-890
-8% -$22.5K 0.02% 603
2025
Q1 		$293K Sell
11,463
-1,917
-14% -$48.4K 0.03% 558
2024
Q4 		$334K Buy
13,380
+732
+6% +$18.6K 0.03% 570
2024
Q3 		$331K Buy
12,648
+1,108
+10% +$28.5K 0.02% 554
2024
Q2 		$290K Sell
11,540
-2,250
-16% -$56.1K 0.03% 533
2024
Q1 		$349K Buy
+13,790
New +$349K 0.04% 436

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

Kingswood Wealth Advisors's SPAB Position: Q1 2026 in Review

Kingswood Wealth Advisors reduced its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 12% in Q1 2026, selling an estimated $44.6K and leaving 12,232 shares worth $313K. The position accounts for 0.01% of the portfolio, ranked #697.

Kingswood Wealth Advisors first reported a position in SPAB in Q1 2024 and has held it in 9 quarters since. The position peaked at $359K in Q4 2025. 543 funds tracked by Wall St. Rank hold SPAB as of Q1 2026.

  • Kingswood Wealth Advisors held 12,232 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $313K as of Q1 2026.
  • Kingswood Wealth Advisors sold 1,729 State Street SPDR Portfolio Aggregate Bond ETF shares in Q1 2026, an estimated $44.6K.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 0.01% of Kingswood Wealth Advisors's portfolio in Q1 2026, its #697 holding.
  • Kingswood Wealth Advisors first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q1 2024 and has held it in 9 quarters since.
  • Kingswood Wealth Advisors's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $359K in Q4 2025.
  • 543 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q1 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.