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

Precedent Wealth Partners’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	$3.7M	Buy	144,942 +18,695	+15%	+$477K	0.62%	52
2026 Q1	$3.23M	Buy	126,247 +11,173	+10%	+$288K	0.65%	48
2025 Q4	$2.96M	Buy	115,074 +18,172	+19%	+$470K	0.62%	50
2025 Q3	$2.5M	Buy	96,902 +12,633	+15%	+$323K	0.55%	56
2025 Q2	$2.16M	Buy	84,269 +7,443	+10%	+$188K	0.53%	55
2025 Q1	$1.96M	Sell	76,826 -7,912	-9%	-$200K	0.54%	56
2024 Q4	$2.12M	Sell	84,738 -1,603	-2%	-$40.8K	0.69%	38
2024 Q3	$2.26M	Buy	86,341 +18,635	+28%	+$480K	0.74%	35
2024 Q2	$1.7M	Buy	67,706 +16,702	+33%	+$416K	0.68%	35
2024 Q1	$1.29M	Buy	51,004 +3,215	+7%	+$81.3K	0.55%	41
2023 Q4	$1.23M	Buy	+47,789	New	+$1.18M	0.62%	35

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

Precedent Wealth Partners's SPAB Position: Q2 2026 in Review

Precedent Wealth Partners increased its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 15% in Q2 2026, buying an estimated $477K and bringing the position to 144,942 shares worth $3.7M. The position accounts for 0.62% of the portfolio, ranked #52.

Precedent Wealth Partners first reported a position in SPAB in Q4 2023 and has held it in 11 quarters since. 539 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

Precedent Wealth Partners held 144,942 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $3.7M as of Q2 2026.
Precedent Wealth Partners bought 18,695 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2026, an estimated $477K.
State Street SPDR Portfolio Aggregate Bond ETF made up 0.62% of Precedent Wealth Partners's portfolio in Q2 2026, its #52 holding.
Precedent Wealth Partners first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2023 and has held it in 11 quarters since.
539 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on Precedent Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.