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

Private Wealth Asset 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 Q2	$587	Hold	23	–	–	﹤0.01%	902
2026 Q1	$589	Sell	23 -1,831	-99%	-$47.2K	﹤0.01%	894
2025 Q4	$47.7K	Sell	1,854 -224	-11%	-$5.8K	0.01%	433
2025 Q3	$53.7K	Sell	2,078 -3,541	-63%	-$90.6K	0.01%	388
2025 Q2	$144K	Buy	5,619 +4,787	+575%	+$121K	0.02%	270
2025 Q1	$21.2K	Buy	+832	New	+$21K	﹤0.01%	511

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

Private Wealth Asset Management's SPAB Position: Q2 2026 in Review

Private Wealth Asset Management held its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) position steady in Q2 2026 at 23 shares worth $587. The position accounts for ﹤0.01% of the portfolio, ranked #902.

Private Wealth Asset Management first reported a position in SPAB in Q1 2025 and has held it in 6 quarters since. The position peaked at $144K in Q2 2025. 536 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

Private Wealth Asset Management held 23 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $587 as of Q2 2026.
Private Wealth Asset Management left its State Street SPDR Portfolio Aggregate Bond ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio Aggregate Bond ETF made up ﹤0.01% of Private Wealth Asset Management's portfolio in Q2 2026, its #902 holding.
Private Wealth Asset Management first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q1 2025 and has held it in 6 quarters since.
Private Wealth Asset Management's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $144K in Q2 2025.
536 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.