Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
SWM
Spire Wealth Management’s
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
Stock Holding History
Spire 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
2025
Q2
–
Sell
-1,582
Closed
-$40.4K
–
2546
2025
Q1
$40.4K
Buy
+1,582
New
+$39.9K
﹤0.01%
1356
2023
Q3
–
Sell
-1,932
Closed
-$49K
–
2461
2023
Q2
$49K
Hold
1,932
–
–
﹤0.01%
1207
2023
Q1
$49.8K
Buy
1,932
+964
+100%
+$24.7K
﹤0.01%
1209
2022
Q4
$24K
Hold
968
–
–
﹤0.01%
1301
2022
Q3
$24K
Sell
968
-61,268
-98%
-$1.61M
﹤0.01%
1265
2022
Q2
$1.64M
Buy
62,236
+20,953
+51%
+$558K
0.07%
232
2022
Q1
$1.15M
Hold
41,283
–
–
0.03%
360
2021
Q4
$1.22M
Hold
41,283
–
–
0.03%
415
2021
Q3
$1.23M
Hold
41,283
–
–
0.03%
365
2021
Q2
$1.24M
Buy
41,283
+484
+1%
+$14.4K
0.03%
371
2021
Q1
$1.21M
Buy
+40,799
New
+$1.23M
0.03%
389
Other funds holding SPAB
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Carson Wealth (CWM LLC)
Omaha, Nebraska
$38B AUM
19.66%
1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis, Minnesota
$6.83B AUM
12.51%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Cerity Partners
New York
$70.5B AUM
21.68%
1-Year Est. Return
RIG
RiverFront Investment Group
Richmond, Virginia
$6.46B AUM
18.45%
1-Year Est. Return
PAG
Private Advisor Group
Morristown, New Jersey
$21.3B AUM
22.13%
1-Year Est. Return
Osaic Holdings
Scottsdale, Arizona
$68.3B AUM
20.5%
1-Year Est. Return
GI
Gradient Investments
Arden Hills, Minnesota
$7.25B AUM
20.71%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close