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

Marcum 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
2025 Q1	$977K	Hold	38,273	–	–	0.08%	116
2024 Q4	$956K	Hold	38,273	–	–	0.08%	116
2024 Q3	$1M	Sell	38,273 -1,777	-4%	-$45.8K	0.09%	112
2024 Q2	$1M	Sell	40,050 -3,893	-9%	-$97K	0.1%	104
2024 Q1	$1.11M	Buy	+43,943	New	+$1.11M	0.11%	92
2023 Q2	–	Sell	-12,678	Closed	-$327K	–	399
2023 Q1	$327K	Sell	12,678 -1,003	-7%	-$25.7K	0.04%	231
2022 Q4	$344K	Sell	13,681 -4,173	-23%	-$105K	0.05%	222
2022 Q3	$445K	Sell	17,854 -33	-0.2%	-$865	0.07%	173
2022 Q2	$471K	Buy	17,887 +162	+0.9%	+$4.32K	0.07%	165
2022 Q1	$493K	Hold	17,725	–	–	0.07%	161
2021 Q4	$525K	Sell	17,725 -142	-0.8%	-$4.22K	0.07%	164
2021 Q3	$533K	Sell	17,867 -64	-0.4%	-$1.93K	0.08%	148
2021 Q2	$538K	Buy	17,931 +7,435	+71%	+$222K	0.09%	139
2021 Q1	$311K	Buy	+10,496	New	+$317K	0.05%	216

Other funds holding SPAB

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Marcum Wealth's SPAB Position: Q1 2025 in Review

Marcum Wealth held its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) position steady in Q1 2025 at 38,273 shares worth $977K. The position accounts for 0.08% of the portfolio, ranked #116.

Marcum Wealth first reported a position in SPAB in Q1 2021 and has held it in 14 quarters since. The position peaked at $1.11M in Q1 2024. 510 funds tracked by Wall St. Rank hold SPAB as of Q1 2025.

Marcum Wealth held 38,273 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $977K as of Q1 2025.
Marcum Wealth left its State Street SPDR Portfolio Aggregate Bond ETF share count unchanged in Q1 2025.
State Street SPDR Portfolio Aggregate Bond ETF made up 0.08% of Marcum Wealth's portfolio in Q1 2025, its #116 holding.
Marcum Wealth first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q1 2021 and has held it in 14 quarters since.
Marcum Wealth's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $1.11M in Q1 2024.
510 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.