PFG Private Wealth Management
SPAB icon

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

PFG Private 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
Q3 		– Sell
-12,875
Closed -$329K – 82
2026
Q2 		$329K Sell
12,875
-2,043
-14% -$52.1K 0.14% 59
2026
Q1 		$382K Sell
14,918
-2,926
-16% -$75.5K 0.16% 42
2025
Q4 		$459K Buy
+17,844
New +$462K 0.2% 35
2025
Q3 		– Sell
-16,874
Closed -$432K – 148
2025
Q2 		$432K Buy
16,874
+182
+1% +$4.6K 0.22% 36
2025
Q1 		$426K Buy
16,692
+858
+5% +$21.6K 0.23% 32
2024
Q4 		$396K Buy
15,834
+602
+4% +$15.3K 0.23% 30
2024
Q3 		$398K Buy
15,232
+26
+0.2% +$670 0.23% 34
2024
Q2 		$382K Buy
15,206
+860
+6% +$21.4K 0.23% 35
2024
Q1 		$363K Buy
14,346
+548
+4% +$13.9K 0.23% 32
2023
Q4 		$354K Buy
13,798
+220
+2% +$5.41K 0.24% 28
2023
Q3 		$330K Sell
13,578
-4,835
-26% -$120K 0.25% 25
2023
Q2 		$467K Buy
18,413
+1,007
+6% +$25.8K 0.28% 27
2023
Q1 		$449K Buy
17,406
+1,749
+11% +$44.7K 0.29% 27
2022
Q4 		$393K Buy
15,657
+901
+6% +$22.6K 0.24% 28
2022
Q3 		$368K Buy
14,756
+2,966
+25% +$77.7K 0.24% 28
2022
Q2 		$311K Buy
11,790
+934
+9% +$24.9K 0.17% 37
2022
Q1 		$302K Sell
10,856
-986
-8% -$28.2K 0.16% 42
2021
Q4 		$351K Sell
11,842
-90
-0.8% -$2.68K 0.18% 49
2021
Q3 		$356K Sell
11,932
-166
-1% -$5K 0.21% 38
2021
Q2 		$363K Buy
12,098
+310
+3% +$9.25K 0.24% 37
2021
Q1 		$350K Buy
11,788
+127
+1% +$3.83K 0.24% 34
2020
Q4 		$359K Buy
11,661
+334
+3% +$10.3K 0.28% 36
2020
Q3 		$349K Sell
11,327
-29
-0.3% -$898 0.3% 36
2020
Q2 		$350K Buy
11,356
+646
+6% +$19.7K 0.33% 35
2020
Q1 		$324K Buy
10,710
+673
+7% +$20K 0.35% 35
2019
Q4 		$295K Buy
+10,037
New +$296K 0.26% 39

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PFG Private Wealth Management's SPAB Position: Q3 2026 in Review

PFG Private Wealth Management sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q3 2026, closing a stake of 12,875 shares — an estimated $329K sold.

PFG Private Wealth Management first reported a position in SPAB in Q4 2019 and held it in 26 quarters. The position peaked at $467K in Q2 2023. 229 funds tracked by Wall St. Rank hold SPAB as of Q3 2026.

  • PFG Private Wealth Management reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q3 2026 after selling out during the quarter.
  • PFG Private Wealth Management sold 12,875 State Street SPDR Portfolio Aggregate Bond ETF shares in Q3 2026, an estimated $329K.
  • PFG Private Wealth Management first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2019 and held it in 26 quarters.
  • PFG Private Wealth Management's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $467K in Q2 2023.
  • 229 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q3 2026.

Based on PFG Private Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.