MWM
SPAB icon

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

Meridian 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 		$1.05M Sell
40,884
-21,155
-34% -$546K 0.04% 348
2025
Q4 		$1.6M Sell
62,039
-9,865
-14% -$255K 0.06% 261
2025
Q3 		$1.86M Sell
71,904
-1,431
-2% -$36.6K 0.07% 229
2025
Q2 		$1.88M Sell
73,335
-1,093
-1% -$27.6K 0.08% 214
2025
Q1 		$1.9M Buy
74,428
+4,526
+6% +$114K 0.09% 189
2024
Q4 		$1.75M Buy
69,902
+6,314
+10% +$161K 0.08% 205
2024
Q3 		$1.66M Buy
63,588
+5,426
+9% +$140K 0.08% 202
2024
Q2 		$1.46M Buy
+58,162
New +$1.45M 0.17% 97
2024
Q1 		– Sell
-30,604
Closed -$785K – 480
2023
Q4 		$785K Buy
30,604
+10,672
+54% +$263K 0.05% 296
2023
Q3 		$485K Sell
19,932
-10,827
-35% -$270K 0.03% 372
2023
Q2 		$780K Buy
30,759
+16,204
+111% +$415K 0.07% 241
2023
Q1 		$375K Buy
+14,555
New +$372K 0.03% 373
2022
Q1 		– Sell
-6,818
Closed -$202K – 428
2021
Q4 		$202K Sell
6,818
-27
-0.4% -$803 0.02% 385
2021
Q3 		$204K Buy
6,845
+118
+2% +$3.56K 0.03% 376
2021
Q2 		$202K Buy
+6,727
New +$201K 0.03% 371

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 $14.1B AUM 25.71% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

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

Meridian Wealth Management reduced its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 34% in Q1 2026, selling an estimated $546K and leaving 40,884 shares worth $1.05M. The position accounts for 0.04% of the portfolio, ranked #348.

Meridian Wealth Management first reported a position in SPAB in Q2 2021 and has held it in 15 quarters since. The position peaked at $1.9M in Q1 2025. 543 funds tracked by Wall St. Rank hold SPAB as of Q1 2026.

  • Meridian Wealth Management held 40,884 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $1.05M as of Q1 2026.
  • Meridian Wealth Management sold 21,155 State Street SPDR Portfolio Aggregate Bond ETF shares in Q1 2026, an estimated $546K.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 0.04% of Meridian Wealth Management's portfolio in Q1 2026, its #348 holding.
  • Meridian Wealth Management first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q2 2021 and has held it in 15 quarters since.
  • Meridian Wealth Management's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $1.9M in Q1 2025.
  • 543 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.