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Legacy Wealth Management (Idaho)’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Legacy Wealth Management (Idaho)’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
2025
Q4 		– Sell
-105
Closed -$2.71K – 963
2025
Q3 		$2.71K Hold
105
– – ﹤0.01% 507
2025
Q2 		$2.68K Buy
+105
New +$2.65K ﹤0.01% 467

Other funds holding SPAB

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s SPAB Position: Q4 2025 in Review

Legacy Wealth Management (Idaho) sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q4 2025, closing a stake of 105 shares — an estimated $2.71K sold.

Legacy Wealth Management (Idaho) first reported a position in SPAB in Q2 2025 and held it in 2 quarters. The position peaked at $2.71K in Q3 2025. 527 funds tracked by Wall St. Rank hold SPAB as of Q4 2025.

  • Legacy Wealth Management (Idaho) reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 105 State Street SPDR Portfolio Aggregate Bond ETF shares in Q4 2025, an estimated $2.71K.
  • Legacy Wealth Management (Idaho) first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q2 2025 and held it in 2 quarters.
  • Legacy Wealth Management (Idaho)'s State Street SPDR Portfolio Aggregate Bond ETF position peaked at $2.71K in Q3 2025.
  • 527 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q4 2025.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q4 2025, filed 3 Feb 2026.