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Strategic Wealth Investment Group’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Strategic Wealth Investment Group’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 		– Sell
-9,399
Closed -$242K – 98
2025
Q4 		$242K Sell
9,399
-25
-0.3% -$647 0.03% 86
2025
Q3 		$244K Buy
+9,424
New +$241K 0.02% 114
2025
Q1 		– Sell
-10,009
Closed -$250K – 100
2024
Q4 		$250K Buy
10,009
+132
+1% +$3.36K 0.03% 122
2024
Q3 		$258K Sell
9,877
-333
-3% -$8.58K 0.03% 117
2024
Q2 		$254K Buy
+10,210
New +$254K 0.03% 116
2023
Q4 		$334K Sell
13,042
-97
-0.7% -$2.39K 0.05% 98
2023
Q3 		$320K Sell
13,139
-1,358
-9% -$33.8K 0.06% 83
2023
Q2 		$368K Sell
14,497
-2,524
-15% -$64.6K 0.06% 94
2023
Q1 		$439K Sell
17,021
-3,020
-15% -$77.3K 0.08% 89
2022
Q4 		$522K Hold
20,041
– – 0.12% 70
2022
Q3 		$500K Sell
20,041
-12,376
-38% -$324K 0.14% 65
2022
Q2 		$854K Buy
32,417
+18,763
+137% +$500K 0.21% 76
2022
Q1 		$379K Buy
+13,654
New +$390K 0.09% 69

Other funds holding SPAB

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Envestnet Asset Management
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
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Strategic Wealth Investment Group's SPAB Position: Q1 2026 in Review

Strategic Wealth Investment Group sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q1 2026, closing a stake of 9,399 shares — an estimated $242K sold.

Strategic Wealth Investment Group first reported a position in SPAB in Q1 2022 and held it in 13 quarters. The position peaked at $854K in Q2 2022. 548 funds tracked by Wall St. Rank hold SPAB as of Q1 2026.

  • Strategic Wealth Investment Group reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Strategic Wealth Investment Group sold 9,399 State Street SPDR Portfolio Aggregate Bond ETF shares in Q1 2026, an estimated $242K.
  • Strategic Wealth Investment Group first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q1 2022 and held it in 13 quarters.
  • Strategic Wealth Investment Group's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $854K in Q2 2022.
  • 548 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q1 2026.

Based on Strategic Wealth Investment Group's 13F filing for Q1 2026, filed 11 May 2026.