VestGen Advisors
SPAB icon

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

VestGen 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 		– Sell
-8,060
Closed -$206K – 1188
2026
Q2 		$206K Sell
8,060
-576
-7% -$14.7K 0.01% 1027
2026
Q1 		$220K Buy
+8,636
New +$223K 0.01% 973

Other funds holding SPAB

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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Great Lakes Retirement
Great Lakes Retirement Sandusky, Ohio $1.14B AUM 34.02% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

VestGen Advisors's SPAB Position: Q3 2026 in Review

VestGen Advisors sold out of State Street SPDR Portfolio Aggregate Bond Index ETF (SPAB) in Q3 2026, closing a stake of 8,060 shares — an estimated $206K sold.

VestGen Advisors first reported a position in SPAB in Q1 2026 and held it in 2 quarters. The position peaked at $220K in Q1 2026. 292 funds tracked by Wall St. Rank hold SPAB as of Q3 2026.

  • VestGen Advisors reported no remaining State Street SPDR Portfolio Aggregate Bond Index ETF position as of Q3 2026 after selling out during the quarter.
  • VestGen Advisors sold 8,060 State Street SPDR Portfolio Aggregate Bond Index ETF shares in Q3 2026, an estimated $206K.
  • VestGen Advisors first reported a position in State Street SPDR Portfolio Aggregate Bond Index ETF in Q1 2026 and held it in 2 quarters.
  • VestGen Advisors's State Street SPDR Portfolio Aggregate Bond Index ETF position peaked at $220K in Q1 2026.
  • 292 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond Index ETF as of Q3 2026.

Based on VestGen Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.