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 Q3	$953K	Sell	39,109 -35,575	-48%	-$891K	0.03%	311
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

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

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

WFPG

Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

VAG

VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

BCM

Barden Capital Management Austin, Texas $110M AUM 15.2% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Sax Wealth Advisors's SPAB Position: Q3 2026 in Review

Sax Wealth Advisors reduced its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 48% in Q3 2026, selling an estimated $891K and leaving 39,109 shares worth $953K. The position accounts for 0.03% of the portfolio, ranked #311.

Sax Wealth Advisors first reported a position in SPAB in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.91M in Q2 2026. 44 funds tracked by Wall St. Rank hold SPAB as of Q3 2026.

Sax Wealth Advisors held 39,109 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $953K as of Q3 2026.
Sax Wealth Advisors sold 35,575 State Street SPDR Portfolio Aggregate Bond ETF shares in Q3 2026, an estimated $891K.
State Street SPDR Portfolio Aggregate Bond ETF made up 0.03% of Sax Wealth Advisors's portfolio in Q3 2026, its #311 holding.
Sax Wealth Advisors first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q2 2024 and has held it in 9 quarters since.
Sax Wealth Advisors's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $1.91M in Q2 2026.
44 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q3 2026.

Based on Sax Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.