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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
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

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
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
WMN
Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return

Private Wealth Group's SPAB Position: Q2 2026 in Review

Private Wealth Group increased its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 15% in Q2 2026, buying an estimated $312K and bringing the position to 95,287 shares worth $2.43M. The position accounts for 0.94% of the portfolio, ranked #20.

Private Wealth Group first reported a position in SPAB in Q2 2023 and has held it in 13 quarters since. The position peaked at $3M in Q3 2023. 220 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

  • Private Wealth Group held 95,287 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $2.43M as of Q2 2026.
  • Private Wealth Group bought 12,249 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2026, an estimated $312K.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 0.94% of Private Wealth Group's portfolio in Q2 2026, its #20 holding.
  • Private Wealth Group first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q2 2023 and has held it in 13 quarters since.
  • Private Wealth Group's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $3M in Q3 2023.
  • 220 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on Private Wealth Group's 13F filing for Q2 2026, filed 8 Jul 2026.