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 Q3	–	Sell	-29,088	Closed	-$742K	–	182
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

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Willow Creek Wealth Management Sebastopol, California $1.52B AUM

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Great Lakes Retirement Sandusky, Ohio $1.14B AUM 34.02% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Riverbend Wealth Management's SPAB Position: Q3 2026 in Review

Riverbend Wealth Management sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q3 2026, closing a stake of 29,088 shares — an estimated $742K sold.

Riverbend Wealth Management first reported a position in SPAB in Q4 2024 and held it in 7 quarters. The position peaked at $745K in Q1 2026. 240 funds tracked by Wall St. Rank hold SPAB as of Q3 2026.

Riverbend Wealth Management reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q3 2026 after selling out during the quarter.
Riverbend Wealth Management sold 29,088 State Street SPDR Portfolio Aggregate Bond ETF shares in Q3 2026, an estimated $742K.
Riverbend Wealth Management first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2024 and held it in 7 quarters.
Riverbend Wealth Management's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $745K in Q1 2026.
240 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q3 2026.

Based on Riverbend Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.