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	–	2460
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 $3.37T AUM 44.26% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

CCWA

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

RIG

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Spire Wealth Management's SPAB Position: Q2 2025 in Review

Spire Wealth Management sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q2 2025, closing a stake of 1,582 shares — an estimated $40.4K sold.

Spire Wealth Management first reported a position in SPAB in Q1 2021 and held it in 11 quarters. The position peaked at $1.64M in Q2 2022. 506 funds tracked by Wall St. Rank hold SPAB as of Q2 2025.

Spire Wealth Management reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q2 2025 after selling out during the quarter.
Spire Wealth Management sold 1,582 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2025, an estimated $40.4K.
Spire Wealth Management first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q1 2021 and held it in 11 quarters.
Spire Wealth Management's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $1.64M in Q2 2022.
506 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2025.

Based on Spire Wealth Management's 13F filing for Q2 2025, filed 4 Aug 2025.