KW
SPAB icon

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

KWB Wealth’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 		$7.9M Buy
309,572
+58,838
+23% +$1.5M 0.68% 43
2026
Q1 		$6.46M Sell
250,734
-4,894
-2% -$126K 0.64% 41
2025
Q4 		$6.58M Sell
255,628
-1,514,732
-86% -$39.2M 0.62% 41
2025
Q3 		$45.3M Sell
1,770,360
-203,529
-10% -$5.21M 5.01% 4
2025
Q2 		$50.4M Sell
1,973,889
-477,882
-19% -$12.1M 6.13% 4
2025
Q1 		$61.3M Sell
2,451,771
-54,218
-2% -$1.37M 7.39% 4
2024
Q4 		$65.5M Sell
2,505,989
-50,728
-2% -$1.29M 8.12% 4
2024
Q3 		$64.1M Buy
2,556,717
+200,516
+9% +$5.16M 8.36% 4
2024
Q2 		$59.6M Sell
2,356,201
-47,091
-2% -$1.17M 8.19% 4
2024
Q1 		$60.8M Sell
2,403,292
-463,639
-16% -$11.7M 8.18% 4
2023
Q4 		$73.5M Buy
2,866,931
+109,635
+4% +$2.7M 10.6% 3
2023
Q3 		$70M Sell
2,757,296
-29,869
-1% -$744K 11.22% 2
2023
Q2 		$70.7M Buy
2,787,165
+1,411,296
+103% +$36.1M 11.18% 2
2023
Q1 		$34.6M Buy
1,375,869
+15,552
+1% +$398K 6.38% 5
2022
Q4 		$34.2M Buy
1,360,317
+24,873
+2% +$623K 6.5% 5
2022
Q3 		$33.3M Buy
1,335,444
+35,651
+3% +$935K 6.65% 5
2022
Q2 		$34.3M Buy
1,299,793
+36,867
+3% +$982K 6.6% 5
2022
Q1 		$37.4M Sell
1,262,926
-4,413
-0.3% -$126K 6.23% 6
2021
Q4 		$37.5M Buy
1,267,339
+33,914
+3% +$1.01M 6.24% 6
2021
Q3 		$36.8M Buy
1,233,425
+143,455
+13% +$4.32M 6.54% 6
2021
Q2 		$32.3M Sell
1,089,970
-6,471
-0.6% -$193K 6.2% 6
2021
Q1 		$32.5M Buy
1,096,441
+159,000
+17% +$4.8M 6.21% 6
2020
Q4 		$28.9M Buy
+937,441
New +$28.8M 6.01% 6

Other funds holding SPAB

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
T
TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return
TWM
Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return
APC
Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return

KWB Wealth's SPAB Position: Q2 2026 in Review

KWB Wealth increased its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 23% in Q2 2026, buying an estimated $1.5M and bringing the position to 309,572 shares worth $7.9M. The position accounts for 0.68% of the portfolio, ranked #43.

KWB Wealth first reported a position in SPAB in Q4 2020 and has held it in 23 quarters since. The position peaked at $73.5M in Q4 2023. 81 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

  • KWB Wealth held 309,572 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $7.9M as of Q2 2026.
  • KWB Wealth bought 58,838 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2026, an estimated $1.5M.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 0.68% of KWB Wealth's portfolio in Q2 2026, its #43 holding.
  • KWB Wealth first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • KWB Wealth's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $73.5M in Q4 2023.
  • 81 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on KWB Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.