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 Q2	$270K	Sell	10,579 -3,750	-26%	-$95.7K	0.09%	203
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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

Medallion Wealth Advisors's SPAB Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 26% in Q2 2026, selling an estimated $95.7K and leaving 10,579 shares worth $270K. The position accounts for 0.09% of the portfolio, ranked #203.

Medallion Wealth Advisors first reported a position in SPAB in Q4 2024 and has held it in 7 quarters since. The position peaked at $643K in Q1 2025. 542 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

Medallion Wealth Advisors held 10,579 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $270K as of Q2 2026.
Medallion Wealth Advisors sold 3,750 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2026, an estimated $95.7K.
State Street SPDR Portfolio Aggregate Bond ETF made up 0.09% of Medallion Wealth Advisors's portfolio in Q2 2026, its #203 holding.
Medallion Wealth Advisors first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2024 and has held it in 7 quarters since.
Medallion Wealth Advisors's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $643K in Q1 2025.
542 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.