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

Wealth Alliance Advisory Group’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 		– Sell
-67,916
Closed -$1.74M – 214
2026
Q1 		$1.74M Sell
67,916
-269,632
-80% -$6.96M 0.28% 65
2025
Q4 		$8.69M Buy
337,548
+27,059
+9% +$700K 1.49% 16
2025
Q3 		$8.03M Buy
310,489
+4,521
+1% +$116K 1.45% 16
2025
Q2 		$7.83M Sell
305,968
-117
-0% -$2.96K 1.49% 16
2025
Q1 		$7.82M Buy
306,085
+51,091
+20% +$1.29M 1.62% 14
2024
Q4 		$6.37M Buy
254,994
+2,960
+1% +$75.3K 1.35% 20
2024
Q3 		$6.59M Buy
252,034
+7,260
+3% +$187K 1.38% 20
2024
Q2 		$6.14M Buy
244,774
+9,690
+4% +$242K 1.38% 20
2024
Q1 		$5.94M Buy
235,084
+17,781
+8% +$450K 1.38% 19
2023
Q4 		$5.57M Buy
+217,303
New +$5.35M 1.46% 19

Other funds holding SPAB

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

Wealth Alliance Advisory Group's SPAB Position: Q2 2026 in Review

Wealth Alliance Advisory Group sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q2 2026, closing a stake of 67,916 shares — an estimated $1.74M sold.

Wealth Alliance Advisory Group first reported a position in SPAB in Q4 2023 and held it in 10 quarters. The position peaked at $8.69M in Q4 2025. 541 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

  • Wealth Alliance Advisory Group reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Wealth Alliance Advisory Group sold 67,916 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2026, an estimated $1.74M.
  • Wealth Alliance Advisory Group first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2023 and held it in 10 quarters.
  • Wealth Alliance Advisory Group's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $8.69M in Q4 2025.
  • 541 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on Wealth Alliance Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.