MW
SPAB icon

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
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 $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