MWA
SPAB icon

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

Medallion Wealth Advisors’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 		$367K Sell
14,329
-6,265
-30% -$162K 0.12% 165
2025
Q4 		$530K Sell
20,594
-2,300
-10% -$59.5K 0.18% 118
2025
Q3 		$592K Sell
22,894
-2,300
-9% -$58.9K 0.21% 112
2025
Q2 		$643K Hold
25,194
– – 0.25% 97
2025
Q1 		$643K Buy
25,194
+3,016
+14% +$76.1K 0.29% 85
2024
Q4 		$557K Buy
+22,178
New +$564K 0.28% 87

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 $7.56B AUM 23.82% 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

Medallion Wealth Advisors's SPAB Position: Q1 2026 in Review

Medallion Wealth Advisors reduced its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 30% in Q1 2026, selling an estimated $162K and leaving 14,329 shares worth $367K. The position accounts for 0.12% of the portfolio, ranked #165.

Medallion Wealth Advisors first reported a position in SPAB in Q4 2024 and has held it in 6 quarters since. The position peaked at $643K in Q1 2025. 544 funds tracked by Wall St. Rank hold SPAB as of Q1 2026.

  • Medallion Wealth Advisors held 14,329 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $367K as of Q1 2026.
  • Medallion Wealth Advisors sold 6,265 State Street SPDR Portfolio Aggregate Bond ETF shares in Q1 2026, an estimated $162K.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 0.12% of Medallion Wealth Advisors's portfolio in Q1 2026, its #165 holding.
  • Medallion Wealth Advisors first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $643K in Q1 2025.
  • 544 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.