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 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 $377B AUM 19.32% 1-Year Est. Return

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

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return