Private Wealth Group
SPAB icon

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

Private Wealth Group’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 		$956K Sell
39,246
-56,041
-59% -$1.4M 0.36% 29
2026
Q2 		$2.43M Buy
95,287
+12,249
+15% +$312K 0.94% 20
2026
Q1 		$2.13M Buy
83,038
+3,091
+4% +$79.7K 0.99% 21
2025
Q4 		$2.06M Buy
79,947
+1,153
+1% +$29.8K 0.99% 21
2025
Q3 		$2.04M Sell
78,794
-2,210
-3% -$56.6K 1.01% 21
2025
Q2 		$2.07M Sell
81,004
-2,627
-3% -$66.4K 1.1% 17
2025
Q1 		$2.14M Sell
83,631
-6,041
-7% -$152K 1.26% 16
2024
Q4 		$2.24M Sell
89,672
-3,682
-4% -$93.6K 1.1% 20
2024
Q3 		$2.44M Buy
93,354
+67,748
+265% +$1.75M 1.22% 19
2024
Q2 		$642K Sell
25,606
-16,369
-39% -$408K 0.34% 41
2024
Q1 		$1.06M Buy
41,975
+16,331
+64% +$413K 0.55% 30
2023
Q4 		$658K Sell
25,644
-97,537
-79% -$2.4M 0.37% 37
2023
Q3 		$3M Buy
123,181
+54,260
+79% +$1.35M 1.96% 14
2023
Q2 		$1.75M Buy
+68,921
New +$1.76M 1.8% 14

Other funds holding SPAB

CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Willow Creek Wealth Management
Willow Creek Wealth Management Sebastopol, California $1.52B AUM
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
AlphaStar Capital Management
AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Great Lakes Retirement
Great Lakes Retirement Sandusky, Ohio $1.14B AUM 34.02% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Private Wealth Group's SPAB Position: Q3 2026 in Review

Private Wealth Group reduced its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 59% in Q3 2026, selling an estimated $1.4M and leaving 39,246 shares worth $956K. The position accounts for 0.36% of the portfolio, ranked #29.

Private Wealth Group first reported a position in SPAB in Q2 2023 and has held it in 14 quarters since. The position peaked at $3M in Q3 2023. 193 funds tracked by Wall St. Rank hold SPAB as of Q3 2026.

  • Private Wealth Group held 39,246 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $956K as of Q3 2026.
  • Private Wealth Group sold 56,041 State Street SPDR Portfolio Aggregate Bond ETF shares in Q3 2026, an estimated $1.4M.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 0.36% of Private Wealth Group's portfolio in Q3 2026, its #29 holding.
  • Private Wealth Group first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q2 2023 and has held it in 14 quarters since.
  • Private Wealth Group's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $3M in Q3 2023.
  • 193 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q3 2026.

Based on Private Wealth Group's 13F filing for Q3 2026, filed 19 Oct 2026.