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Resolute Wealth Advisor’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Resolute Wealth Advisor’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 		$1.79M Buy
+69,823
New +$1.8M 1.02% 25
2025
Q2 		$1.79M Buy
+69,823
New +$1.77M 1.02% 25

Other funds holding SPAB

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $82.7B AUM 28.53% 1-Year Est. Return
Envestnet Asset Management
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
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Resolute Wealth Advisor's SPAB Position: Q1 2026 in Review

Resolute Wealth Advisor opened a new position in State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q1 2026: 69,823 shares worth $1.79M. The stake represents 1.02% of the portfolio and ranks #25 among its holdings. This is a return to the name: Resolute Wealth Advisor previously reported a position in SPAB as recently as Q2 2025.

Resolute Wealth Advisor first reported a position in SPAB in Q2 2025 and has held it in 2 quarters since. 545 funds tracked by Wall St. Rank hold SPAB as of Q1 2026.

  • Resolute Wealth Advisor held 69,823 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $1.79M as of Q1 2026.
  • State Street SPDR Portfolio Aggregate Bond ETF was a new Resolute Wealth Advisor position in Q1 2026.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 1.02% of Resolute Wealth Advisor's portfolio in Q1 2026, its #25 holding.
  • Resolute Wealth Advisor first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q2 2025 and has held it in 2 quarters since.
  • 545 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q1 2026.

Based on Resolute Wealth Advisor's 13F filing for Q1 2026, filed 11 May 2026.