USAdvisors Wealth Management
SPAB icon

USAdvisors Wealth Management’s State Street SPDR Portfolio Aggregate Bond Index ETF SPAB Stock Holding History

USAdvisors 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
Q3 		$1.72M Buy
70,804
+677
+1% +$17K 0.49% 46
2026
Q2 		$1.79M Sell
70,127
-35
-0% -$893 0.51% 46
2026
Q1 		$1.79M Buy
70,162
+1,671
+2% +$43.1K 0.6% 39
2025
Q4 		$1.76M Sell
68,491
-1,356
-2% -$35.1K 0.58% 41
2025
Q3 		$1.8M Buy
69,847
+530
+0.8% +$13.6K 0.62% 39
2025
Q2 		$1.77M Buy
69,317
+1,263
+2% +$31.9K 0.66% 39
2025
Q1 		$1.74M Sell
68,054
-27,446
-29% -$692K 0.61% 42
2024
Q4 		$2.39M Sell
95,500
-50,545
-35% -$1.28M 0.78% 35
2024
Q3 		$3.83M Sell
146,045
-19,866
-12% -$512K 1.34% 26
2024
Q2 		$4.16M Buy
165,911
+5,237
+3% +$131K 1.46% 22
2024
Q1 		$4.07M Buy
160,674
+22,568
+16% +$571K 1.54% 22
2023
Q4 		$3.54M Sell
138,106
-176,897
-56% -$4.35M 1.47% 23
2023
Q3 		$7.67M Buy
315,003
+10,043
+3% +$250K 3.42% 3
2023
Q2 		$7.7M Buy
304,960
+5,225
+2% +$134K 3.65% 3
2023
Q1 		$7.73M Buy
299,735
+16,944
+6% +$433K 3.68% 3
2022
Q4 		$7.11M Buy
282,791
+3,398
+1% +$85.1K 3.42% 4
2022
Q3 		$6.97M Buy
279,393
+5,940
+2% +$156K 3.57% 3
2022
Q2 		$7.2M Sell
273,453
-5,241
-2% -$140K 3.61% 3
2022
Q1 		$7.74M Buy
278,694
+22,941
+9% +$655K 3.31% 6
2021
Q4 		$7.58M Buy
255,753
+10,897
+4% +$324K 3.08% 9
2021
Q3 		$7.31M Buy
244,856
+11,745
+5% +$354K 3.16% 10
2021
Q2 		$7M Buy
233,111
+47,647
+26% +$1.42M 3.8% 5
2021
Q1 		$5.5M Buy
185,464
+80,784
+77% +$2.44M 2.66% 14
2020
Q4 		$3.22M Buy
+104,680
New +$3.22M 1.55% 20

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

USAdvisors Wealth Management's SPAB Position: Q3 2026 in Review

USAdvisors Wealth Management increased its State Street SPDR Portfolio Aggregate Bond Index ETF (SPAB) stake by 0.97% in Q3 2026, buying an estimated $17K and bringing the position to 70,804 shares worth $1.72M. The position accounts for 0.49% of the portfolio, ranked #46.

USAdvisors Wealth Management first reported a position in SPAB in Q4 2020 and has held it in 24 quarters since. The position peaked at $7.74M in Q1 2022. 326 funds tracked by Wall St. Rank hold SPAB as of Q3 2026.

  • USAdvisors Wealth Management held 70,804 shares of State Street SPDR Portfolio Aggregate Bond Index ETF worth $1.72M as of Q3 2026.
  • USAdvisors Wealth Management bought 677 State Street SPDR Portfolio Aggregate Bond Index ETF shares in Q3 2026, an estimated $17K.
  • State Street SPDR Portfolio Aggregate Bond Index ETF made up 0.49% of USAdvisors Wealth Management's portfolio in Q3 2026, its #46 holding.
  • USAdvisors Wealth Management first reported a position in State Street SPDR Portfolio Aggregate Bond Index ETF in Q4 2020 and has held it in 24 quarters since.
  • USAdvisors Wealth Management's State Street SPDR Portfolio Aggregate Bond Index ETF position peaked at $7.74M in Q1 2022.
  • 326 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond Index ETF as of Q3 2026.

Based on USAdvisors Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.