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Maia Wealth’s State Street SPDR Portfolio Aggregate Bond 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
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
LPL Financial San Diego, California $445B AUM 25.58% 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
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

Maia Wealth's SPAB Position: Q2 2026 in Review

Maia Wealth reduced its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 13% in Q2 2026, selling an estimated $31.5K and leaving 7,991 shares worth $204K. The position accounts for 0.03% of the portfolio, ranked #348.

Maia Wealth first reported a position in SPAB in Q4 2023 and has held it in 10 quarters since. The position peaked at $620K in Q4 2023. 542 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

  • Maia Wealth held 7,991 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $204K as of Q2 2026.
  • Maia Wealth sold 1,234 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2026, an estimated $31.5K.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 0.03% of Maia Wealth's portfolio in Q2 2026, its #348 holding.
  • Maia Wealth first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2023 and has held it in 10 quarters since.
  • Maia Wealth's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $620K in Q4 2023.
  • 542 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on Maia Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.