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

Strategic Wealth Partners’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 		$1.93M Buy
75,422
+6,129
+9% +$158K 0.13% 111
2025
Q4 		$1.78M Buy
69,293
+5,023
+8% +$130K 0.12% 120
2025
Q3 		$1.66M Sell
64,270
-4,680
-7% -$120K 0.12% 119
2025
Q2 		$1.77M Buy
+68,950
New +$1.74M 0.14% 112
2024
Q4 		$1.76M Buy
69,875
+277
+0.4% +$7.04K 0.15% 109
2024
Q3 		$1.82M Buy
69,598
+9,750
+16% +$251K 0.17% 104
2024
Q2 		$1.5M Sell
59,848
-860
-1% -$21.4K 0.16% 104
2024
Q1 		$1.53M Buy
60,708
+1,991
+3% +$50.3K 0.17% 103
2023
Q4 		$1.51M Buy
58,717
+2,157
+4% +$53.1K 0.19% 99
2023
Q3 		$1.38M Buy
56,560
+8,743
+18% +$218K 0.18% 133
2023
Q2 		$1.21M Buy
47,817
+2,377
+5% +$60.8K 0.16% 141
2023
Q1 		$1.17M Buy
45,440
+13,515
+42% +$346K 0.18% 121
2022
Q4 		$802K Sell
31,925
-3,094
-9% -$77.5K 0.15% 138
2022
Q3 		$874K Buy
35,019
+7,234
+26% +$190K 0.19% 134
2022
Q2 		$732K Sell
27,785
-827
-3% -$22K 0.16% 140
2022
Q1 		$795K Sell
28,612
-11,299
-28% -$323K 0.16% 145
2021
Q4 		$1.18M Buy
39,911
+16,439
+70% +$489K 0.22% 129
2021
Q3 		$701K Sell
23,472
-5,391
-19% -$163K 0.21% 132
2021
Q2 		$866K Sell
28,863
-385
-1% -$11.5K 0.28% 95
2021
Q1 		$867K Buy
29,248
+662
+2% +$20K 0.35% 74
2020
Q4 		$880K Buy
28,586
+2,431
+9% +$74.7K 0.37% 70
2020
Q3 		$806K Sell
26,155
-43,996
-63% -$1.36M 0.41% 68
2020
Q2 		$2.17M Sell
70,151
-11,240
-14% -$343K 1.12% 18
2020
Q1 		$2.39M Hold
81,391
– – 1.25% 15
2019
Q4 		$2.39M Buy
81,391
+40,754
+100% +$1.2M 1.24% 15
2019
Q3 		$1.2K Buy
40,637
+21,750
+115% +$640K 0.01% 203
2019
Q2 		$550K Buy
18,887
+6,194
+49% +$177K 0.27% 90
2019
Q1 		$360K Buy
12,693
+6,160
+94% +$173K 0.17% 116
2018
Q4 		$185K Sell
6,533
-35,335
-84% -$971K 0.09% 139
2018
Q3 		$1.16M Buy
41,868
+315
+0.8% +$8.77K 0.62% 51
2018
Q2 		$1.16M Buy
41,553
+9,706
+30% +$270K 0.67% 37
2018
Q1 		$897K Buy
31,847
+31,085
+4,079% +$877K 0.46% 75
2017
Q4 		$22K Buy
+762
New +$21.9K 0.01% 323

Other funds holding SPAB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $70.8B AUM 21.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $6.46B AUM 18.45% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Strategic Wealth Partners's SPAB Position: Q1 2026 in Review

Strategic Wealth Partners increased its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 8.8% in Q1 2026, buying an estimated $158K and bringing the position to 75,422 shares worth $1.93M. The position accounts for 0.13% of the portfolio, ranked #111.

Strategic Wealth Partners first reported a position in SPAB in Q4 2017 and has held it in 33 quarters since. The position peaked at $2.39M in Q1 2020. 543 funds tracked by Wall St. Rank hold SPAB as of Q1 2026.

  • Strategic Wealth Partners held 75,422 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $1.93M as of Q1 2026.
  • Strategic Wealth Partners bought 6,129 State Street SPDR Portfolio Aggregate Bond ETF shares in Q1 2026, an estimated $158K.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 0.13% of Strategic Wealth Partners's portfolio in Q1 2026, its #111 holding.
  • Strategic Wealth Partners first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2017 and has held it in 33 quarters since.
  • Strategic Wealth Partners's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $2.39M in Q1 2020.
  • 543 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.