Wealth Enhancement Advisory Services
SPAB icon

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

Wealth Enhancement Advisory Services’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 		$66.7M Sell
2,636,743
-36,694
-1% -$936K 0.11% 166
2026
Q1 		$68.4M Sell
2,673,437
-1,025,493
-28% -$26.5M 0.14% 131
2025
Q4 		$95.4M Buy
3,698,930
+53,952
+1% +$1.4M 0.13% 140
2025
Q3 		$94.1M Buy
3,644,978
+15,447
+0.4% +$395K 0.14% 137
2025
Q2 		$92.2M Sell
3,629,531
-131,110
-3% -$3.31M 0.15% 133
2025
Q1 		$96M Sell
3,760,641
-834,978
-18% -$21.1M 0.18% 108
2024
Q4 		$115M Buy
4,595,619
+677,364
+17% +$17.2M 0.22% 91
2024
Q3 		$102M Sell
3,918,255
-390,717
-9% -$10.1M 0.22% 92
2024
Q2 		$108M Sell
4,308,972
-161,914
-4% -$4.04M 0.26% 78
2024
Q1 		$113M Sell
4,470,886
-1,936,379
-30% -$49M 0.29% 70
2023
Q4 		$164M Buy
6,407,265
+2,528,542
+65% +$62.2M 0.48% 37
2023
Q3 		$94.4M Buy
3,878,723
+1,483,545
+62% +$37M 0.31% 67
2023
Q2 		$60.8M Buy
2,395,178
+218,628
+10% +$5.59M 0.66% 25
2023
Q1 		$56.1M Sell
2,176,550
-1,667,217
-43% -$42.7M 0.65% 31
2022
Q4 		$99.4M Sell
3,843,767
-296,580
-7% -$7.43M 1.28% 17
2022
Q3 		$103M Buy
4,140,347
+212,598
+5% +$5.57M 1.47% 16
2022
Q2 		$103M Buy
3,927,749
+214,366
+6% +$5.71M 1.44% 16
2022
Q1 		$103M Buy
3,713,383
+747,995
+25% +$21.4M 1.39% 16
2021
Q4 		$85.8M Buy
2,965,388
+331,790
+13% +$9.87M 1.23% 17
2021
Q3 		$78.3M Buy
2,633,598
+301,286
+13% +$9.08M 1.15% 19
2021
Q2 		$70.4M Buy
2,332,312
+105,366
+5% +$3.14M 1.13% 19
2021
Q1 		$66.3M Buy
2,226,946
+295,098
+15% +$8.9M 1.2% 18
2020
Q4 		$59M Buy
1,931,848
+359,642
+23% +$11M 1.33% 16
2020
Q3 		$48.3M Buy
1,572,206
+106,407
+7% +$3.29M 1.27% 16
2020
Q2 		$45.6M Buy
1,465,799
+214,011
+17% +$6.54M 1.31% 16
2020
Q1 		$38.3M Buy
1,251,788
+122,818
+11% +$3.65M 1.37% 16
2019
Q4 		$33.2M Buy
1,128,970
+165,178
+17% +$4.87M 1.17% 20
2019
Q3 		$28.4M Buy
963,792
+608,125
+171% +$17.9M 1.15% 20
2019
Q2 		$10.4M Buy
355,667
+251,252
+241% +$7.19M 0.46% 32
2019
Q1 		$2.96M Buy
104,415
+37,984
+57% +$1.07M 0.17% 53
2018
Q4 		$1.85M Buy
66,431
+18,184
+38% +$500K 0.12% 70
2018
Q3 		$1.32M Buy
48,247
+11,024
+30% +$307K 0.08% 91
2018
Q2 		$1.04M Buy
37,223
+21,117
+131% +$588K 0.06% 115
2018
Q1 		$452K Buy
+16,106
New +$454K 0.03% 132

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 Enhancement Advisory Services's SPAB Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 1.4% in Q2 2026, selling an estimated $936K and leaving 2,636,743 shares worth $66.7M. The position accounts for 0.11% of the portfolio, ranked #166.

Wealth Enhancement Advisory Services first reported a position in SPAB in Q1 2018 and has held it in 34 quarters since. The position peaked at $164M in Q4 2023. 536 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

  • Wealth Enhancement Advisory Services held 2,636,743 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $66.7M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 36,694 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2026, an estimated $936K.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 0.11% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #166 holding.
  • Wealth Enhancement Advisory Services first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q1 2018 and has held it in 34 quarters since.
  • Wealth Enhancement Advisory Services's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $164M in Q4 2023.
  • 536 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.