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VWA
Visionary Wealth Advisors’s
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
Stock Holding History
Visionary Wealth 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
2025
Q3
–
Sell
-54,919
Closed
-$1.41M
–
621
2025
Q2
$1.41M
Buy
54,919
+558
+1%
+$14.1K
0.07%
234
2025
Q1
$1.39M
Buy
54,361
+281
+0.5%
+$7.09K
0.08%
215
2024
Q4
$1.35M
Buy
54,080
+1,791
+3%
+$45.5K
0.08%
213
2024
Q3
$1.37M
Sell
52,289
-93
-0.2%
-$2.4K
0.08%
217
2024
Q2
$1.31M
Buy
52,382
+2,262
+5%
+$56.4K
0.09%
221
2024
Q1
$1.27M
Buy
50,120
+5,330
+12%
+$135K
0.09%
216
2023
Q4
$1.15M
Buy
44,790
+3,712
+9%
+$91.3K
0.08%
213
2023
Q3
$1,000K
Buy
41,078
+5,330
+15%
+$133K
0.08%
211
2023
Q2
$907K
Buy
35,748
+3,817
+12%
+$97.6K
0.07%
221
2023
Q1
$824K
Buy
31,931
+3,508
+12%
+$89.7K
0.07%
212
2022
Q4
$714K
Buy
28,423
+10,590
+59%
+$265K
0.07%
202
2022
Q3
$445K
Buy
17,833
+1,331
+8%
+$34.9K
0.05%
242
2022
Q2
$435K
Buy
16,502
+282
+2%
+$7.51K
0.04%
259
2022
Q1
$451K
Buy
16,220
+1,789
+12%
+$51.1K
0.04%
263
2021
Q4
$427K
Buy
14,431
+1,924
+15%
+$57.2K
0.04%
250
2021
Q3
$373K
Buy
12,507
+2,893
+30%
+$87.2K
0.04%
222
2021
Q2
$289K
Buy
9,614
+659
+7%
+$19.7K
0.03%
271
2021
Q1
$266K
Buy
8,955
+1,404
+19%
+$42.4K
0.03%
272
2020
Q4
$232K
Buy
+7,551
New
+$232K
0.03%
271
Other funds holding SPAB
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Carson Wealth (CWM LLC)
Omaha, Nebraska
$38B AUM
19.66%
1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis, Minnesota
$6.83B AUM
12.51%
1-Year Est. Return
Cerity Partners
New York
$70.5B AUM
21.68%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
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
$13B AUM
25.71%
1-Year Est. Return
Osaic Holdings
Scottsdale, Arizona
$68.3B AUM
20.5%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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