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

Rialto 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	$35.7K	Hold	1,399	–	–	0.01%	357
2026 Q1	$35.8K	Sell	1,399 -73	-5%	-$1.88K	0.01%	317
2025 Q4	$37.9K	Sell	1,472 -234	-14%	-$6.06K	0.01%	303
2025 Q3	$44.1K	Sell	1,706 -8,512	-83%	-$218K	0.01%	279
2025 Q2	$262K	Sell	10,218 -350	-3%	-$8.85K	0.07%	131
2025 Q1	$270K	Buy	10,568 +114	+1%	+$2.88K	0.08%	124
2024 Q4	$261K	Buy	+10,454	New	+$266K	0.09%	132

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

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

Rialto Wealth Management held its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) position steady in Q2 2026 at 1,399 shares worth $35.7K. The position accounts for 0.01% of the portfolio, ranked #357.

Rialto Wealth Management first reported a position in SPAB in Q4 2024 and has held it in 7 quarters since. The position peaked at $270K in Q1 2025. 536 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

Rialto Wealth Management held 1,399 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $35.7K as of Q2 2026.
Rialto Wealth 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 Rialto Wealth Management's portfolio in Q2 2026, its #357 holding.
Rialto Wealth Management first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2024 and has held it in 7 quarters since.
Rialto Wealth Management's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $270K in Q1 2025.
536 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

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