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

Maia 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 Q3	$203K	Buy	8,321 +330	+4%	+$8.26K	0.03%	344
2026 Q2	$204K	Sell	7,991 -1,234	-13%	-$31.5K	0.03%	348
2026 Q1	$236K	Sell	9,225 -153	-2%	-$3.95K	0.04%	324
2025 Q4	$243K	Buy	9,378 +7	+0.1%	+$181	0.04%	306
2025 Q3	$242K	Sell	9,371 -254	-3%	-$6.5K	0.04%	310
2025 Q2	$246K	Buy	9,625 +563	+6%	+$14.2K	0.05%	283
2025 Q1	$228K	Sell	9,062 -994	-10%	-$25.1K	0.05%	268
2024 Q4	$253K	Sell	10,056 -314	-3%	-$7.98K	0.05%	258
2024 Q3	$264K	Sell	10,370 -398	-4%	-$10.3K	0.07%	211
2024 Q2	$273K	Buy	+10,768	New	+$268K	0.08%	173
2023 Q4	$620K	Buy	+24,163	New	+$594K	0.25%	79

Other funds holding SPAB

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $11.6B AUM 26.87% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

RiverFront Investment Group Richmond, Virginia $8.06B AUM 17.38% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $59.1B AUM 42.33% 1-Year Est. Return

Willow Creek Wealth Management Sebastopol, California $1.52B AUM

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Maia Wealth's SPAB Position: Q3 2026 in Review

Maia Wealth increased its State Street SPDR Portfolio Aggregate Bond Index ETF (SPAB) stake by 4.1% in Q3 2026, buying an estimated $8.26K and bringing the position to 8,321 shares worth $203K. The position accounts for 0.03% of the portfolio, ranked #344.

Maia Wealth first reported a position in SPAB in Q4 2023 and has held it in 11 quarters since. The position peaked at $620K in Q4 2023. 488 funds tracked by Wall St. Rank hold SPAB as of Q3 2026.

Maia Wealth held 8,321 shares of State Street SPDR Portfolio Aggregate Bond Index ETF worth $203K as of Q3 2026.
Maia Wealth bought 330 State Street SPDR Portfolio Aggregate Bond Index ETF shares in Q3 2026, an estimated $8.26K.
State Street SPDR Portfolio Aggregate Bond Index ETF made up 0.03% of Maia Wealth's portfolio in Q3 2026, its #344 holding.
Maia Wealth first reported a position in State Street SPDR Portfolio Aggregate Bond Index ETF in Q4 2023 and has held it in 11 quarters since.
Maia Wealth's State Street SPDR Portfolio Aggregate Bond Index ETF position peaked at $620K in Q4 2023.
488 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond Index ETF as of Q3 2026.

Based on Maia Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.