UWM
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USAdvisors Wealth Management’s State Street SPDR Portfolio Aggregate Bond 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
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 3.44% 4
2022
Q3 		$6.97M Buy
279,393
+5,940
+2% +$156K 3.57% 3
2022
Q2 		$7.21M Sell
273,453
-5,241
-2% -$140K 3.61% 3
2022
Q1 		$7.75M 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 $377B AUM 19.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $6.46B AUM 18.45% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

USAdvisors Wealth Management's SPAB Position: Q1 2026 in Review

USAdvisors Wealth Management increased its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 2.4% in Q1 2026, buying an estimated $43.1K and bringing the position to 70,162 shares worth $1.79M. The position accounts for 0.6% of the portfolio, ranked #39.

USAdvisors Wealth Management first reported a position in SPAB in Q4 2020 and has held it in 22 quarters since. The position peaked at $7.75M in Q1 2022. 543 funds tracked by Wall St. Rank hold SPAB as of Q1 2026.

  • USAdvisors Wealth Management held 70,162 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $1.79M as of Q1 2026.
  • USAdvisors Wealth Management bought 1,671 State Street SPDR Portfolio Aggregate Bond ETF shares in Q1 2026, an estimated $43.1K.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 0.6% of USAdvisors Wealth Management's portfolio in Q1 2026, its #39 holding.
  • USAdvisors Wealth Management first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2020 and has held it in 22 quarters since.
  • USAdvisors Wealth Management's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $7.75M in Q1 2022.
  • 543 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q1 2026.

Based on USAdvisors Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.