MWM
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McMill Wealth Management’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

McMill Wealth Management’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 		– Sell
-182,702
Closed -$4.7M – 78
2025
Q4 		$4.7M Sell
182,702
-5,242
-3% -$136K 1.32% 17
2025
Q3 		$4.86M Sell
187,944
-191
-0.1% -$4.89K 1.38% 16
2025
Q2 		$4.81M Sell
188,135
-4,237
-2% -$107K 1.59% 16
2025
Q1 		$4.91M Sell
192,372
-14,653
-7% -$370K 1.77% 16
2024
Q4 		$5.17M Buy
+207,025
New +$5.26M 2.09% 13

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 $21.9B AUM 68.6% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

McMill Wealth Management's SPAB Position: Q1 2026 in Review

McMill Wealth Management sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q1 2026, closing a stake of 182,702 shares — an estimated $4.7M sold.

McMill Wealth Management first reported a position in SPAB in Q4 2024 and held it in 5 quarters. The position peaked at $5.17M in Q4 2024. 543 funds tracked by Wall St. Rank hold SPAB as of Q1 2026.

  • McMill Wealth Management reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • McMill Wealth Management sold 182,702 State Street SPDR Portfolio Aggregate Bond ETF shares in Q1 2026, an estimated $4.7M.
  • McMill Wealth Management first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2024 and held it in 5 quarters.
  • McMill Wealth Management's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $5.17M in Q4 2024.
  • 543 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q1 2026.

Based on McMill Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.