TrueWealth Advisors’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

TrueWealth 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 Q2	$1.6M	Sell	62,658 -240	-0.4%	-$6.12K	0.36%	46
2026 Q1	$1.61M	Sell	62,898 -7,145	-10%	-$184K	0.41%	39
2025 Q4	$1.8M	Sell	70,043 -23,482	-25%	-$608K	0.47%	41
2025 Q3	$2.42M	Sell	93,525 -14,185	-13%	-$363K	0.65%	32
2025 Q2	$2.76M	Sell	107,710 -10,068	-9%	-$255K	0.82%	23
2025 Q1	$3.01M	Sell	117,778 -36,847	-24%	-$930K	0.99%	20
2024 Q4	$3.86M	Sell	154,625 -48,998	-24%	-$1.25M	1.29%	17
2024 Q3	$5.32M	Sell	203,623 -136,004	-40%	-$3.5M	1.78%	9
2024 Q2	$8.52M	Sell	339,627 -30,761	-8%	-$767K	3.15%	5
2024 Q1	$9.36M	Sell	370,388 -132,974	-26%	-$3.36M	3.62%	5
2023 Q4	$12.9M	Buy	503,362 +21,159	+4%	+$520K	5%	2
2023 Q3	$11.7M	Buy	482,203 +127,134	+36%	+$3.17M	4.95%	2
2023 Q2	$9.01M	Buy	355,069 +250,086	+238%	+$6.4M	3.7%	3
2023 Q1	$2.71M	Sell	104,983 -5,138	-5%	-$131K	1.14%	20
2022 Q4	$2.77M	Buy	110,121 +37,242	+51%	+$933K	1.21%	20
2022 Q3	$1.82M	Sell	72,879 -151,509	-68%	-$3.97M	0.86%	22
2022 Q2	$5.91M	Sell	224,388 -19,535	-8%	-$520K	2.75%	8
2022 Q1	$7.22M	Hold	243,923	–	–	3.24%	9
2021 Q4	$7.22M	Sell	243,923 -28,924	-11%	-$860K	3.24%	9
2021 Q3	$8.14M	Sell	272,847 -135,780	-33%	-$4.09M	4.58%	1
2021 Q2	$12.3M	Sell	408,627 -38,656	-9%	-$1.15M	7.16%	1
2021 Q1	$13.4M	Buy	447,283 +157,580	+54%	+$4.75M	8.67%	1
2020 Q4	$8.83M	Buy	+289,703	New	+$8.9M	7.59%	1

Other funds holding SPAB

CCWA

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

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return

TWM

Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return

CIC

Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return

WFPG

Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return

APC

Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return

TrueWealth Advisors's SPAB Position: Q2 2026 in Review

TrueWealth Advisors reduced its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 0.38% in Q2 2026, selling an estimated $6.12K and leaving 62,658 shares worth $1.6M. The position accounts for 0.36% of the portfolio, ranked #46.

TrueWealth Advisors first reported a position in SPAB in Q4 2020 and has held it in 23 quarters since. The position peaked at $13.4M in Q1 2021. 96 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

TrueWealth Advisors held 62,658 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $1.6M as of Q2 2026.
TrueWealth Advisors sold 240 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2026, an estimated $6.12K.
State Street SPDR Portfolio Aggregate Bond ETF made up 0.36% of TrueWealth Advisors's portfolio in Q2 2026, its #46 holding.
TrueWealth Advisors first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2020 and has held it in 23 quarters since.
TrueWealth Advisors's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $13.4M in Q1 2021.
96 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on TrueWealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.