TRUE Private Wealth Advisors’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

TRUE Private Wealth Advisors’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	–	Sell	-173,294	Closed	-$4.46M	–	286
2025 Q4	$4.46M	Buy	173,294 +25,419	+17%	+$658K	0.45%	41
2025 Q3	$3.82M	Buy	147,875 +4,578	+3%	+$117K	0.39%	43
2025 Q2	$3.67M	Buy	143,297 +23,139	+19%	+$585K	0.41%	40
2025 Q1	$3.07M	Buy	120,158 +37,009	+45%	+$934K	0.37%	47
2024 Q4	$2.08M	Buy	+83,149	New	+$2.11M	0.25%	66

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

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

TRUE Private Wealth Advisors's SPAB Position: Q1 2026 in Review

TRUE Private Wealth Advisors sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q1 2026, closing a stake of 173,294 shares — an estimated $4.46M sold.

TRUE Private Wealth Advisors first reported a position in SPAB in Q4 2024 and held it in 5 quarters. The position peaked at $4.46M in Q4 2025. 546 funds tracked by Wall St. Rank hold SPAB as of Q1 2026.

TRUE Private Wealth Advisors reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q1 2026 after selling out during the quarter.
TRUE Private Wealth Advisors sold 173,294 State Street SPDR Portfolio Aggregate Bond ETF shares in Q1 2026, an estimated $4.46M.
TRUE Private Wealth Advisors first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2024 and held it in 5 quarters.
TRUE Private Wealth Advisors's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $4.46M in Q4 2025.
546 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q1 2026.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.