Total Clarity Wealth Management’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Total Clarity Wealth Management’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	$5M	Sell	195,159 -3,316	-2%	-$85.5K	1.17%	20
2025 Q4	$5.11M	Sell	198,475 -70,235	-26%	-$1.82M	1.24%	19
2025 Q3	$6.95M	Buy	268,710 +18,978	+8%	+$486K	1.85%	7
2025 Q2	$6.39M	Buy	249,732 +79,551	+47%	+$2.01M	1.83%	7
2025 Q1	$4.25M	Sell	170,181 -1,911	-1%	-$48.2K	1.39%	13
2024 Q4	$4.3M	Buy	+172,092	New	+$4.38M	1.4%	13
2022 Q1	–	Sell	-752	Closed	-$22K	–	798
2021 Q4	$22K	Buy	752 +463	+160%	+$13.8K	0.01%	551
2021 Q3	$9K	Buy	+289	New	+$8.71K	﹤0.01%	710

Other funds holding SPAB

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return