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

Stratos 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
Q2 		$2.55M Buy
99,976
+3,204
+3% +$81.7K 0.03% 526
2026
Q1 		$2.48M Sell
96,772
-31,701
-25% -$818K 0.03% 498
2025
Q4 		$3.31M Buy
128,473
+12,866
+11% +$333K 0.04% 420
2025
Q3 		$2.99M Buy
115,607
+4,729
+4% +$121K 0.04% 430
2025
Q2 		$2.84M Buy
110,878
+2,716
+3% +$68.7K 0.04% 406
2025
Q1 		$2.76M Buy
108,162
+23,383
+28% +$590K 0.04% 370
2024
Q4 		$2.12M Sell
84,779
-30,904
-27% -$786K 0.03% 458
2024
Q3 		$3.02M Buy
115,683
+28,893
+33% +$744K 0.04% 362
2024
Q2 		$2.18M Buy
86,790
+11,445
+15% +$285K 0.03% 427
2024
Q1 		$1.9M Buy
75,345
+1,352
+2% +$34.2K 0.03% 452
2023
Q4 		$1.9M Buy
73,993
+1,357
+2% +$33.4K 0.04% 430
2023
Q3 		$1.77M Buy
72,636
+13,157
+22% +$328K 0.04% 400
2023
Q2 		$1.51M Buy
59,479
+45,132
+315% +$1.15M 0.03% 411
2023
Q1 		$370K Sell
14,347
-12,990
-48% -$332K 0.01% 793
2022
Q4 		$687K Sell
27,337
-8,452
-24% -$212K 0.02% 617
2022
Q3 		$893K Sell
35,789
-45,763
-56% -$1.2M 0.02% 516
2022
Q2 		$2.15M Sell
81,552
-48,211
-37% -$1.28M 0.05% 308
2022
Q1 		$3.61M Sell
129,763
-221,260
-63% -$6.32M 0.08% 233
2021
Q4 		$10.4M Buy
351,023
+22,603
+7% +$672K 0.23% 92
2021
Q3 		$9.8M Buy
328,420
+15,215
+5% +$459K 0.25% 83
2021
Q2 		$9.4M Buy
313,205
+108,879
+53% +$3.25M 0.23% 86
2021
Q1 		$6.06M Buy
204,326
+19,007
+10% +$573K 0.17% 127
2020
Q4 		$5.71M Buy
185,319
+86,653
+88% +$2.66M 0.17% 136
2020
Q3 		$3.04M Buy
98,666
+19,519
+25% +$604K 0.1% 210
2020
Q2 		$2.44M Buy
79,147
+19,576
+33% +$598K 0.09% 227
2020
Q1 		$1.8M Buy
+59,571
New +$1.77M 0.08% 229
2018
Q4 		– Sell
-405
Closed -$11K – 2253
2018
Q3 		$11K Buy
+405
New +$11.3K ﹤0.01% 2154
2018
Q2 		– Sell
-405
Closed -$11K – 2337
2018
Q1 		$11K Buy
+405
New +$11.4K ﹤0.01% 2285

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
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
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

Stratos Wealth Partners's SPAB Position: Q2 2026 in Review

Stratos Wealth Partners increased its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 3.3% in Q2 2026, buying an estimated $81.7K and bringing the position to 99,976 shares worth $2.55M. The position accounts for 0.03% of the portfolio, ranked #526.

Stratos Wealth Partners first reported a position in SPAB in Q1 2018 and has held it in 28 quarters since. The position peaked at $10.4M in Q4 2021. 536 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

  • Stratos Wealth Partners held 99,976 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $2.55M as of Q2 2026.
  • Stratos Wealth Partners bought 3,204 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2026, an estimated $81.7K.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 0.03% of Stratos Wealth Partners's portfolio in Q2 2026, its #526 holding.
  • Stratos Wealth Partners first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q1 2018 and has held it in 28 quarters since.
  • Stratos Wealth Partners's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $10.4M in Q4 2021.
  • 536 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.