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

Reston Wealth 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 		$34.4M Buy
1,346,522
+83,010
+7% +$2.12M 9.26% 4
2026
Q1 		$32.4M Buy
1,263,512
+282,760
+29% +$7.29M 9.92% 4
2025
Q4 		$25.3M Buy
980,752
+28,016
+3% +$725K 7.73% 4
2025
Q3 		$24.6M Buy
952,736
+22,154
+2% +$567K 7.95% 4
2025
Q2 		$23.8M Buy
930,582
+7,801
+0.8% +$197K 8.35% 4
2025
Q1 		$23.6M Sell
922,781
-164,199
-15% -$4.14M 9.53% 4
2024
Q4 		$27.2M Buy
1,086,980
+11,683
+1% +$297K 10.1% 3
2024
Q3 		$28.1M Buy
1,075,297
+15,769
+1% +$406K 10.17% 4
2024
Q2 		$26.6M Buy
1,059,528
+18,324
+2% +$457K 10.63% 3
2024
Q1 		$26.3M Buy
1,041,204
+42,297
+4% +$1.07M 10.69% 3
2023
Q4 		$25.6M Sell
998,907
-3,884
-0.4% -$95.5K 11.72% 3
2023
Q3 		$24.4M Buy
1,002,791
+24,358
+2% +$607K 12.32% 3
2023
Q2 		$24.8M Buy
978,433
+12,878
+1% +$329K 11.81% 4
2023
Q1 		$24.9M Buy
965,555
+82,208
+9% +$2.1M 13.02% 4
2022
Q4 		$22.2M Sell
883,347
-295,343
-25% -$7.4M 12.26% 4
2022
Q3 		$29.4M Sell
1,178,690
-186,433
-14% -$4.89M 17.51% 2
2022
Q2 		$36M Buy
1,365,123
+253,392
+23% +$6.75M 20.03% 1
2022
Q1 		$30.9M Buy
1,111,731
+4,631
+0.4% +$132K 15.85% 2
2021
Q4 		$32.8M Sell
1,107,100
-8,988
-0.8% -$267K 15.91% 2
2021
Q3 		$33.3M Buy
1,116,088
+41,421
+4% +$1.25M 17.35% 2
2021
Q2 		$32.3M Buy
1,074,667
+165,278
+18% +$4.93M 16.14% 2
2021
Q1 		$27M Buy
909,389
+274,596
+43% +$8.28M 14.12% 4
2020
Q4 		$19.5M Buy
634,793
+28,179
+5% +$865K 11.1% 4
2020
Q3 		$18.7M Buy
606,614
+40,324
+7% +$1.25M 12.02% 4
2020
Q2 		$17.5M Buy
566,290
+185,060
+49% +$5.65M 12.01% 4
2020
Q1 		$11.5M Buy
381,230
+356,767
+1,458% +$10.6M 9.25% 4
2019
Q4 		$719K Buy
+24,463
New +$721K 0.57% 19

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
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
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

Reston Wealth Management's SPAB Position: Q2 2026 in Review

Reston Wealth Management increased its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 6.6% in Q2 2026, buying an estimated $2.12M and bringing the position to 1,346,522 shares worth $34.4M. The position accounts for 9.26% of the portfolio, ranked #4.

Reston Wealth Management first reported a position in SPAB in Q4 2019 and has held it in 27 quarters since. The position peaked at $36M in Q2 2022. 536 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

  • Reston Wealth Management held 1,346,522 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $34.4M as of Q2 2026.
  • Reston Wealth Management bought 83,010 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2026, an estimated $2.12M.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 9.26% of Reston Wealth Management's portfolio in Q2 2026, its #4 holding.
  • Reston Wealth Management first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2019 and has held it in 27 quarters since.
  • Reston Wealth Management's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $36M in Q2 2022.
  • 536 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on Reston Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.