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

Priebe Wealth Holdings’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
2025 Q2	$788K	Sell	30,774 -26,766	-47%	-$677K	0.68%	31
2025 Q1	$1.47M	Buy	57,540 +3,508	+6%	+$88.5K	0.92%	18
2024 Q4	$1.35M	Buy	54,032 +5,020	+10%	+$128K	0.92%	16
2024 Q3	$1.28M	Buy	49,012 +165	+0.3%	+$4.25K	0.93%	16
2024 Q2	$1.23M	Buy	48,847 +12,282	+34%	+$306K	0.97%	14
2024 Q1	$924K	Buy	36,565 +1,325	+4%	+$33.5K	0.72%	18
2023 Q4	$904K	Buy	+35,240	New	+$867K	0.74%	21

Other funds holding SPAB

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

CCWA

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Priebe Wealth Holdings's SPAB Position: Q2 2025 in Review

Priebe Wealth Holdings reduced its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 47% in Q2 2025, selling an estimated $677K and leaving 30,774 shares worth $788K. The position accounts for 0.68% of the portfolio, ranked #31.

Priebe Wealth Holdings first reported a position in SPAB in Q4 2023 and has held it in 7 quarters since. The position peaked at $1.47M in Q1 2025. 505 funds tracked by Wall St. Rank hold SPAB as of Q2 2025.

Priebe Wealth Holdings held 30,774 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $788K as of Q2 2025.
Priebe Wealth Holdings sold 26,766 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2025, an estimated $677K.
State Street SPDR Portfolio Aggregate Bond ETF made up 0.68% of Priebe Wealth Holdings's portfolio in Q2 2025, its #31 holding.
Priebe Wealth Holdings first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2023 and has held it in 7 quarters since.
Priebe Wealth Holdings's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $1.47M in Q1 2025.
505 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2025.

Based on Priebe Wealth Holdings's 13F filing for Q2 2025, filed 25 Jul 2025.