Schwarz Dygos Wheeler Investment Advisors’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Schwarz Dygos Wheeler Investment 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 Q1	$230K	Sell	8,965 -7,659	-46%	-$198K	0.05%	151
2025 Q4	$428K	Sell	16,624 -1,469	-8%	-$38K	0.09%	110
2025 Q3	$468K	Sell	18,093 -23,364	-56%	-$598K	0.1%	107
2025 Q2	$1.06M	Sell	41,457 -17,103	-29%	-$432K	0.24%	65
2025 Q1	$1.5M	Sell	58,560 -21,929	-27%	-$553K	0.35%	53
2024 Q4	$2.01M	Sell	80,489 -2,014	-2%	-$51.2K	0.49%	44
2024 Q3	$2.16M	Sell	82,503 -41,377	-33%	-$1.07M	0.54%	44
2024 Q2	$3.11M	Buy	123,880 +6,962	+6%	+$174K	0.83%	29
2024 Q1	$2.96M	Buy	116,918 +19,962	+21%	+$505K	0.83%	30
2023 Q4	$2.49M	Buy	96,956 +755	+0.8%	+$18.6K	0.76%	32
2023 Q3	$2.34M	Buy	96,201 +35,087	+57%	+$874K	0.79%	31
2023 Q2	$1.55M	Buy	61,114 +45,590	+294%	+$1.17M	0.51%	43
2023 Q1	$400K	Buy	+15,524	New	+$397K	0.14%	92

Other funds holding SPAB

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 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

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Schwarz Dygos Wheeler Investment Advisors's SPAB Position: Q1 2026 in Review

Schwarz Dygos Wheeler Investment Advisors reduced its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 46% in Q1 2026, selling an estimated $198K and leaving 8,965 shares worth $230K. The position accounts for 0.05% of the portfolio, ranked #151.

Schwarz Dygos Wheeler Investment Advisors first reported a position in SPAB in Q1 2023 and has held it in 13 quarters since. The position peaked at $3.11M in Q2 2024. 544 funds tracked by Wall St. Rank hold SPAB as of Q1 2026.

Schwarz Dygos Wheeler Investment Advisors held 8,965 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $230K as of Q1 2026.
Schwarz Dygos Wheeler Investment Advisors sold 7,659 State Street SPDR Portfolio Aggregate Bond ETF shares in Q1 2026, an estimated $198K.
State Street SPDR Portfolio Aggregate Bond ETF made up 0.05% of Schwarz Dygos Wheeler Investment Advisors's portfolio in Q1 2026, its #151 holding.
Schwarz Dygos Wheeler Investment Advisors first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q1 2023 and has held it in 13 quarters since.
Schwarz Dygos Wheeler Investment Advisors's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $3.11M in Q2 2024.
544 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q1 2026.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.