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

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

Paladin Wealth's SPAB Position: Q2 2026 in Review

Paladin Wealth reduced its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 26% in Q2 2026, selling an estimated $179K and leaving 19,733 shares worth $504K. The position accounts for 0.29% of the portfolio, ranked #95.

Paladin Wealth first reported a position in SPAB in Q3 2024 and has held it in 8 quarters since. The position peaked at $918K in Q3 2024. 539 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

Paladin Wealth held 19,733 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $504K as of Q2 2026.
Paladin Wealth sold 7,006 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2026, an estimated $179K.
State Street SPDR Portfolio Aggregate Bond ETF made up 0.29% of Paladin Wealth's portfolio in Q2 2026, its #95 holding.
Paladin Wealth first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q3 2024 and has held it in 8 quarters since.
Paladin Wealth's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $918K in Q3 2024.
539 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on Paladin Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.