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Onyx Bridge Wealth Group’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Onyx Bridge Wealth Group’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 		$601K Sell
23,440
-4,144
-15% -$107K 0.06% 192
2025
Q4 		$710K Sell
27,584
-10,761
-28% -$278K 0.08% 177
2025
Q3 		$991K Buy
+38,345
New +$981K 0.11% 142

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

Onyx Bridge Wealth Group's SPAB Position: Q1 2026 in Review

Onyx Bridge Wealth Group reduced its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 15% in Q1 2026, selling an estimated $107K and leaving 23,440 shares worth $601K. The position accounts for 0.06% of the portfolio, ranked #192.

Onyx Bridge Wealth Group first reported a position in SPAB in Q3 2025 and has held it in 3 quarters since. The position peaked at $991K in Q3 2025. 543 funds tracked by Wall St. Rank hold SPAB as of Q1 2026.

  • Onyx Bridge Wealth Group held 23,440 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $601K as of Q1 2026.
  • Onyx Bridge Wealth Group sold 4,144 State Street SPDR Portfolio Aggregate Bond ETF shares in Q1 2026, an estimated $107K.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 0.06% of Onyx Bridge Wealth Group's portfolio in Q1 2026, its #192 holding.
  • Onyx Bridge Wealth Group first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • Onyx Bridge Wealth Group's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $991K in Q3 2025.
  • 543 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q1 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.