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TD Private Client Wealth’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

TD Private Client Wealth’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 		$82.9K Buy
3,236
+2,934
+972% +$75.7K ﹤0.01% 786
2025
Q4 		$7.78K Hold
302
– – ﹤0.01% 1116
2025
Q3 		$7.81K Hold
302
– – ﹤0.01% 1092
2025
Q2 		$7.73K Sell
302
-65
-18% -$1.64K ﹤0.01% 1079
2025
Q1 		$9.37K Buy
367
+82
+29% +$2.07K ﹤0.01% 1023
2024
Q4 		$7.12K Sell
285
-11
-4% -$280 ﹤0.01% 1081
2024
Q3 		$7.74K Buy
296
+9
+3% +$232 ﹤0.01% 1078
2024
Q2 		$7.2K Sell
287
-10
-3% -$249 ﹤0.01% 1068
2024
Q1 		$7.51K Buy
+297
New +$7.51K ﹤0.01% 1067

Other funds holding SPAB

LPL Financial
LPL Financial San Diego, California $376B 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 $38B AUM 19.66% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.5B 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 $6.83B AUM 12.51% 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 $13B AUM 25.71% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $32.1B AUM 59.58% 1-Year Est. Return