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 Q2	$1.75M	Buy	68,751 +1,025	+2%	+$26.1K	0.36%	61
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	$2M	Sell	74,882 -846	-1%	-$25.5K	0.42%	69
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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

Wealth Advisory Solutions's SPAB Position: Q2 2026 in Review

Wealth Advisory Solutions increased its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 1.5% in Q2 2026, buying an estimated $26.1K and bringing the position to 68,751 shares worth $1.75M. The position accounts for 0.36% of the portfolio, ranked #61.

Wealth Advisory Solutions first reported a position in SPAB in Q4 2019 and has held it in 21 quarters since. The position peaked at $5.3M in Q2 2022. 539 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

Wealth Advisory Solutions held 68,751 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $1.75M as of Q2 2026.
Wealth Advisory Solutions bought 1,025 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2026, an estimated $26.1K.
State Street SPDR Portfolio Aggregate Bond ETF made up 0.36% of Wealth Advisory Solutions's portfolio in Q2 2026, its #61 holding.
Wealth Advisory Solutions first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2019 and has held it in 21 quarters since.
Wealth Advisory Solutions's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $5.3M in Q2 2022.
539 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on Wealth Advisory Solutions's 13F filing for Q2 2026, filed 24 Jul 2026.