VWA
SPAB icon

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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Visionary Wealth Advisors's SPAB Position: Q3 2025 in Review

Visionary Wealth Advisors sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q3 2025, closing a stake of 54,919 shares — an estimated $1.41M sold.

Visionary Wealth Advisors first reported a position in SPAB in Q4 2020 and held it in 19 quarters. The position peaked at $1.41M in Q2 2025. 489 funds tracked by Wall St. Rank hold SPAB as of Q3 2025.

  • Visionary Wealth Advisors reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Visionary Wealth Advisors sold 54,919 State Street SPDR Portfolio Aggregate Bond ETF shares in Q3 2025, an estimated $1.41M.
  • Visionary Wealth Advisors first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2020 and held it in 19 quarters.
  • Visionary Wealth Advisors's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $1.41M in Q2 2025.
  • 489 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q3 2025.

Based on Visionary Wealth Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.