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Wealth Advisory Solutions’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Wealth Advisory Solutions’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 		$1.74M Buy
67,726
+4,424
+7% +$114K 0.39% 57
2025
Q4 		$1.63M Buy
63,302
+160
+0.3% +$4.14K 0.38% 58
2025
Q3 		$1.63M Buy
63,142
+4,264
+7% +$109K 0.4% 56
2025
Q2 		$1.51M Sell
58,878
-2,765
-4% -$69.9K 0.38% 60
2025
Q1 		$1.57M Sell
61,643
-175
-0.3% -$4.42K 0.42% 56
2024
Q4 		$1.54M Buy
61,818
+3,557
+6% +$90.4K 0.43% 53
2024
Q3 		$1.52M Buy
58,261
+924
+2% +$23.8K 0.42% 50
2024
Q2 		$1.44M Buy
57,337
+2,148
+4% +$53.5K 0.39% 53
2024
Q1 		$1.4M Buy
+55,189
New +$1.4M 0.36% 55
2023
Q4 		– Sell
-55,872
Closed -$1.36M – 103
2023
Q3 		$1.36M Buy
+55,872
New +$1.39M 0.27% 57
2022
Q3 		– Sell
-201,003
Closed -$5.3M – 155
2022
Q2 		$5.3M Buy
201,003
+98,844
+97% +$2.63M 1.3% 22
2022
Q1 		$2.84M Buy
+102,159
New +$2.92M 0.59% 49
2021
Q3 		$2.97M Buy
99,426
+22,524
+29% +$679K 0.66% 46
2021
Q2 		$2.31M Buy
76,902
+2,020
+3% +$60.3K 0.55% 49
2021
Q1 		$2K Sell
74,882
-846
-1% -$25.5K ﹤0.01% 112
2020
Q4 		$2.33M Sell
75,728
-708
-0.9% -$21.7K 0.63% 46
2020
Q3 		$2.35M Buy
76,436
+271
+0.4% +$8.39K 0.62% 53
2020
Q2 		$2.35M Sell
76,165
-33,294
-30% -$1.02M 0.65% 52
2020
Q1 		$3.31M Sell
109,459
-2,421
-2% -$72K 1.12% 27
2019
Q4 		$3.29M Buy
+111,880
New +$3.3M 0.87% 34

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 $21.9B AUM 68.6% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Wealth Advisory Solutions's SPAB Position: Q1 2026 in Review

Wealth Advisory Solutions increased its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 7% in Q1 2026, buying an estimated $114K and bringing the position to 67,726 shares worth $1.74M. The position accounts for 0.39% of the portfolio, ranked #57.

Wealth Advisory Solutions first reported a position in SPAB in Q4 2019 and has held it in 20 quarters since. The position peaked at $5.3M in Q2 2022. 543 funds tracked by Wall St. Rank hold SPAB as of Q1 2026.

  • Wealth Advisory Solutions held 67,726 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $1.74M as of Q1 2026.
  • Wealth Advisory Solutions bought 4,424 State Street SPDR Portfolio Aggregate Bond ETF shares in Q1 2026, an estimated $114K.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 0.39% of Wealth Advisory Solutions's portfolio in Q1 2026, its #57 holding.
  • Wealth Advisory Solutions first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2019 and has held it in 20 quarters since.
  • Wealth Advisory Solutions's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $5.3M in Q2 2022.
  • 543 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q1 2026.

Based on Wealth Advisory Solutions's 13F filing for Q1 2026, filed 22 Apr 2026.