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

Triad 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	$507K	Sell	20,242 -159	-0.8%	-$4.06K	0.03%	309
2026 Q1	$523K	Sell	20,401 -27	-0.1%	-$697	0.04%	268
2025 Q4	$526K	Sell	20,428 -1,859	-8%	-$48.1K	0.05%	260
2025 Q3	$576K	Buy	22,287 +1,835	+9%	+$47K	0.07%	180
2025 Q2	$524K	Sell	20,452 -4,236	-17%	-$107K	0.11%	148
2025 Q1	$631K	Sell	24,688 -7,913	-24%	-$200K	0.2%	88
2024 Q4	$815K	Sell	32,601 -14,542	-31%	-$370K	0.29%	59
2024 Q3	$1.23M	Buy	47,143 +47,140	+1,571,333%	+$1.21M	0.66%	33
2024 Q2	$75	Sell	3 -8,259	-100%	-$206K	﹤0.01%	965
2024 Q1	$209K	Buy	+8,262	New	+$209K	0.16%	59

Other funds holding SPAB

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

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

Triad Wealth Partners reduced its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 0.78% in Q2 2026, selling an estimated $4.06K and leaving 20,242 shares worth $507K. The position accounts for 0.03% of the portfolio, ranked #309.

Triad Wealth Partners first reported a position in SPAB in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.23M in Q3 2024. 539 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

Triad Wealth Partners held 20,242 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $507K as of Q2 2026.
Triad Wealth Partners sold 159 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2026, an estimated $4.06K.
State Street SPDR Portfolio Aggregate Bond ETF made up 0.03% of Triad Wealth Partners's portfolio in Q2 2026, its #309 holding.
Triad Wealth Partners first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q1 2024 and has held it in 10 quarters since.
Triad Wealth Partners's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $1.23M in Q3 2024.
539 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.