TA
SPAB icon

TrueWealth Advisors’s State Street SPDR Portfolio Aggregate Bond Index 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
Q3 		$1.31M Sell
53,982
-8,676
-14% -$217K 0.3% 60
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Willow Creek Wealth Management
Willow Creek Wealth Management Sebastopol, California $1.52B AUM
Baker Avenue Asset Management
Baker Avenue Asset Management San Francisco, California $5.35B AUM 26.77% 1-Year Est. Return
Cornerstone Advisors Asset Management
Cornerstone Advisors Asset Management Bethlehem, Pennsylvania $902M AUM 8.72% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
AlphaStar Capital Management
AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

TrueWealth Advisors's SPAB Position: Q3 2026 in Review

TrueWealth Advisors reduced its State Street SPDR Portfolio Aggregate Bond Index ETF (SPAB) stake by 14% in Q3 2026, selling an estimated $217K and leaving 53,982 shares worth $1.31M. The position accounts for 0.3% of the portfolio, ranked #60.

TrueWealth Advisors first reported a position in SPAB in Q4 2020 and has held it in 24 quarters since. The position peaked at $13.4M in Q1 2021. 326 funds tracked by Wall St. Rank hold SPAB as of Q3 2026.

  • TrueWealth Advisors held 53,982 shares of State Street SPDR Portfolio Aggregate Bond Index ETF worth $1.31M as of Q3 2026.
  • TrueWealth Advisors sold 8,676 State Street SPDR Portfolio Aggregate Bond Index ETF shares in Q3 2026, an estimated $217K.
  • State Street SPDR Portfolio Aggregate Bond Index ETF made up 0.3% of TrueWealth Advisors's portfolio in Q3 2026, its #60 holding.
  • TrueWealth Advisors first reported a position in State Street SPDR Portfolio Aggregate Bond Index ETF in Q4 2020 and has held it in 24 quarters since.
  • TrueWealth Advisors's State Street SPDR Portfolio Aggregate Bond Index ETF position peaked at $13.4M in Q1 2021.
  • 326 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond Index ETF as of Q3 2026.

Based on TrueWealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.