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

Melone Private 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
Q2 		$6.22M Sell
243,858
-3,472
-1% -$88.6K 2.37% 18
2026
Q1 		$6.34M Sell
247,330
-3,427
-1% -$88.4K 2.59% 16
2025
Q4 		$6.46M Buy
250,757
+47,577
+23% +$1.23M 2.74% 15
2025
Q3 		$5.25M Sell
203,180
-8,106
-4% -$207K 2.38% 17
2025
Q2 		$5.39M Sell
211,286
-1,782
-0.8% -$45K 2.76% 13
2025
Q1 		$5.44M Buy
213,068
+2,029
+1% +$51.2K 2.85% 13
2024
Q4 		$5.27M Sell
211,039
-238,364
-53% -$6.06M 2.73% 13
2024
Q3 		$11.7M Buy
449,403
+23,451
+6% +$604K 6.24% 5
2024
Q2 		$10.7M Buy
425,952
+125
+0% +$3.12K 6.33% 4
2024
Q1 		$10.8M Sell
425,827
-5,301
-1% -$134K 6.46% 4
2023
Q4 		$11.1M Buy
431,128
+55,573
+15% +$1.37M 7.04% 4
2023
Q3 		$9.14M Buy
375,555
+17,085
+5% +$426K 6.54% 3
2023
Q2 		$9.09M Buy
358,470
+17,878
+5% +$457K 6.42% 3
2023
Q1 		$8.86M Buy
340,592
+25,365
+8% +$649K 6.76% 3
2022
Q4 		$7.92M Buy
315,227
+6,763
+2% +$169K 6.71% 2
2022
Q3 		$7.7M Buy
308,464
+19,049
+7% +$499K 6.72% 2
2022
Q2 		$7.6M Buy
289,415
+9,146
+3% +$244K 6.44% 2
2022
Q1 		$7.52M Sell
280,269
-6,882
-2% -$197K 6.14% 2
2021
Q4 		$8.51M Buy
+287,151
New +$8.54M 6.4% 2

Other funds holding SPAB

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Envestnet Asset Management
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

Melone Private Wealth's SPAB Position: Q2 2026 in Review

Melone Private Wealth reduced its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 1.4% in Q2 2026, selling an estimated $88.6K and leaving 243,858 shares worth $6.22M. The position accounts for 2.37% of the portfolio, ranked #18.

Melone Private Wealth first reported a position in SPAB in Q4 2021 and has held it in 19 quarters since. The position peaked at $11.7M in Q3 2024. 541 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

  • Melone Private Wealth held 243,858 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $6.22M as of Q2 2026.
  • Melone Private Wealth sold 3,472 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2026, an estimated $88.6K.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 2.37% of Melone Private Wealth's portfolio in Q2 2026, its #18 holding.
  • Melone Private Wealth first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • Melone Private Wealth's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $11.7M in Q3 2024.
  • 541 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on Melone Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.