SWMG LLC’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

SWMG LLC’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 Q3	$451K	Buy	+18,200	New	+$456K	0.1%	71

Other funds holding SPAB

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Willow Creek Wealth Management Sebastopol, California $1.52B AUM

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Great Lakes Retirement Sandusky, Ohio $1.14B AUM 34.02% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

SWMG LLC's SPAB Position: Q3 2026 in Review

SWMG LLC opened a new position in State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q3 2026: 18,200 shares worth $451K. The stake represents 0.1% of the portfolio and ranks #71 among its holdings.

217 funds tracked by Wall St. Rank hold SPAB as of Q3 2026.

SWMG LLC held 18,200 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $451K as of Q3 2026.
State Street SPDR Portfolio Aggregate Bond ETF was a new SWMG LLC position in Q3 2026.
State Street SPDR Portfolio Aggregate Bond ETF made up 0.1% of SWMG LLC's portfolio in Q3 2026, its #71 holding.
217 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q3 2026.

Based on SWMG LLC's 13F filing for Q3 2026, filed 23 Oct 2026.