WWA
SPAB icon

WCG Wealth Advisors’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

WCG 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
2026
Q1 		$689K Sell
26,882
-18
-0.1% -$464 0.02% 421
2025
Q4 		$693K Buy
26,900
+10,353
+63% +$268K 0.02% 404
2025
Q3 		$428K Sell
16,547
-6,374
-28% -$163K 0.03% 308
2025
Q2 		$587K Sell
22,921
-388,442
-94% -$9.82M 0.04% 274
2025
Q1 		$10.5M Sell
411,363
-57,800
-12% -$1.46M 0.8% 35
2024
Q4 		$11.7M Buy
469,163
+8,995
+2% +$229K 0.77% 37
2024
Q3 		$12M Sell
460,168
-69,414
-13% -$1.79M 0.81% 34
2024
Q2 		$13.3M Buy
529,582
+51,765
+11% +$1.29M 0.98% 26
2024
Q1 		$12.1M Sell
477,817
-28,055
-6% -$709K 1.01% 27
2023
Q4 		$13M Sell
505,872
-57,473
-10% -$1.41M 0.95% 31
2023
Q3 		$13.9M Sell
563,345
-129,363
-19% -$3.22M 1.02% 26
2023
Q2 		$17.6M Buy
692,708
+40,470
+6% +$1.04M 2.05% 12
2023
Q1 		$16.8M Sell
652,238
-2,208
-0.3% -$56.5K 2.16% 10
2022
Q4 		$16.4M Buy
654,446
+59,584
+10% +$1.49M 2.26% 10
2022
Q3 		$16.3M Sell
594,862
-33,832
-5% -$887K 2.15% 11
2022
Q2 		$16.6M Buy
+628,694
New +$16.8M 2.3% 11

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

WCG Wealth Advisors's SPAB Position: Q1 2026 in Review

WCG Wealth Advisors reduced its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 0.07% in Q1 2026, selling an estimated $464 and leaving 26,882 shares worth $689K. The position accounts for 0.02% of the portfolio, ranked #421.

WCG Wealth Advisors first reported a position in SPAB in Q2 2022 and has held it in 16 quarters since. The position peaked at $17.6M in Q2 2023. 543 funds tracked by Wall St. Rank hold SPAB as of Q1 2026.

  • WCG Wealth Advisors held 26,882 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $689K as of Q1 2026.
  • WCG Wealth Advisors sold 18 State Street SPDR Portfolio Aggregate Bond ETF shares in Q1 2026, an estimated $464.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 0.02% of WCG Wealth Advisors's portfolio in Q1 2026, its #421 holding.
  • WCG Wealth Advisors first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q2 2022 and has held it in 16 quarters since.
  • WCG Wealth Advisors's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $17.6M in Q2 2023.
  • 543 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.