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

Riverbend 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 		$742K Buy
29,088
+28
+0.1% +$714 0.37% 76
2026
Q1 		$745K Buy
29,060
+1,776
+7% +$45.8K 0.43% 64
2025
Q4 		$703K Buy
27,284
+7,139
+35% +$185K 0.44% 67
2025
Q3 		$521K Buy
20,145
+1,284
+7% +$32.9K 0.36% 76
2025
Q2 		$483K Buy
18,861
+5,481
+41% +$139K 0.37% 78
2025
Q1 		$342K Buy
13,380
+1,062
+9% +$26.8K 0.31% 88
2024
Q4 		$308K Buy
+12,318
New +$313K 0.27% 90

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

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

Riverbend Wealth Management increased its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 0.1% in Q2 2026, buying an estimated $714 and bringing the position to 29,088 shares worth $742K. The position accounts for 0.37% of the portfolio, ranked #76.

Riverbend Wealth Management first reported a position in SPAB in Q4 2024 and has held it in 7 quarters since. The position peaked at $745K in Q1 2026. 542 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

  • Riverbend Wealth Management held 29,088 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $742K as of Q2 2026.
  • Riverbend Wealth Management bought 28 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2026, an estimated $714.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 0.37% of Riverbend Wealth Management's portfolio in Q2 2026, its #76 holding.
  • Riverbend 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.
  • Riverbend Wealth Management's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $745K in Q1 2026.
  • 542 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on Riverbend Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.