PW
SPAB icon

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

Paladin 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 		$504K Sell
19,733
-7,006
-26% -$179K 0.29% 95
2026
Q1 		$685K Sell
26,739
-846
-3% -$21.8K 0.47% 71
2025
Q4 		$710K Buy
27,585
+633
+2% +$16.4K 0.49% 70
2025
Q3 		$697K Buy
26,952
+219
+0.8% +$5.61K 0.51% 74
2025
Q2 		$684K Sell
26,733
-2,163
-7% -$54.7K 0.53% 80
2025
Q1 		$738K Sell
28,896
-6,623
-19% -$167K 0.66% 64
2024
Q4 		$888K Buy
35,519
+391
+1% +$9.94K 0.77% 43
2024
Q3 		$918K Buy
+35,128
New +$905K 0.8% 40

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 $59.6B 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