Sax Wealth Advisors’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Sax Wealth Advisors’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	$1.91M	Buy	74,684 +42,254	+130%	+$1.08M	0.08%	153
2026 Q1	$835K	Hold	32,430	–	–	0.04%	216
2025 Q4	$835K	Buy	+32,430	New	+$839K	0.04%	225
2025 Q3	–	Sell	-8,385	Closed	-$215K	–	453
2025 Q2	$215K	Sell	8,385 -834	-9%	-$21.1K	0.01%	401
2025 Q1	$235K	Sell	9,219 -503	-5%	-$12.7K	0.02%	328
2024 Q4	$243K	Sell	9,722 -3,118	-24%	-$79.3K	0.02%	296
2024 Q3	$336K	Buy	12,840 +4,000	+45%	+$103K	0.03%	210
2024 Q2	$222K	Buy	+8,840	New	+$220K	0.02%	251

Other funds holding SPAB

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return

Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return

Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return

Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return

Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return