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SPAB icon

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

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
TWM
Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return
APC
Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return
WFS
Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return