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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
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 $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

Wealth Alliance Advisory Group's SPAB Position: Q1 2026 in Review

Wealth Alliance Advisory Group reduced its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 80% in Q1 2026, selling an estimated $6.96M and leaving 67,916 shares worth $1.74M. The position accounts for 0.28% of the portfolio, ranked #65.

Wealth Alliance Advisory Group first reported a position in SPAB in Q4 2023 and has held it in 10 quarters since. The position peaked at $8.69M in Q4 2025. 543 funds tracked by Wall St. Rank hold SPAB as of Q1 2026.

  • Wealth Alliance Advisory Group held 67,916 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $1.74M as of Q1 2026.
  • Wealth Alliance Advisory Group sold 269,632 State Street SPDR Portfolio Aggregate Bond ETF shares in Q1 2026, an estimated $6.96M.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 0.28% of Wealth Alliance Advisory Group's portfolio in Q1 2026, its #65 holding.
  • Wealth Alliance Advisory Group first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2023 and has held it in 10 quarters since.
  • Wealth Alliance Advisory Group's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $8.69M in Q4 2025.
  • 543 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q1 2026.

Based on Wealth Alliance Advisory Group's 13F filing for Q1 2026, filed 9 Apr 2026.