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 Q2	$447K	Sell	17,507 -23,377	-57%	-$596K	0.01%	574
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 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

Meridian Wealth Management's SPAB Position: Q2 2026 in Review

Meridian Wealth Management reduced its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 57% in Q2 2026, selling an estimated $596K and leaving 17,507 shares worth $447K. The position accounts for 0.01% of the portfolio, ranked #574.

Meridian Wealth Management first reported a position in SPAB in Q2 2021 and has held it in 16 quarters since. The position peaked at $1.9M in Q1 2025. 539 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

Meridian Wealth Management held 17,507 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $447K as of Q2 2026.
Meridian Wealth Management sold 23,377 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2026, an estimated $596K.
State Street SPDR Portfolio Aggregate Bond ETF made up 0.01% of Meridian Wealth Management's portfolio in Q2 2026, its #574 holding.
Meridian Wealth Management first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q2 2021 and has held it in 16 quarters since.
Meridian Wealth Management's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $1.9M in Q1 2025.
539 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.