WETS
SPAB icon

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

Wealth Enhancement Trust 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 		$245K Hold
9,613
– – 0.03% 272
2026
Q1 		$246K Sell
9,613
-1,675
-15% -$43.2K 0.03% 260
2025
Q4 		$291K Buy
+11,288
New +$292K 0.04% 234

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
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
TFA
Tobias Financial Advisors Plantation, Florida $787M AUM 18.52% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return

Wealth Enhancement Trust Services's SPAB Position: Q2 2026 in Review

Wealth Enhancement Trust Services held its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) position steady in Q2 2026 at 9,613 shares worth $245K. The position accounts for 0.03% of the portfolio, ranked #272.

Wealth Enhancement Trust Services first reported a position in SPAB in Q4 2025 and has held it in 3 quarters since. The position peaked at $291K in Q4 2025. 430 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

  • Wealth Enhancement Trust Services held 9,613 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $245K as of Q2 2026.
  • Wealth Enhancement Trust Services left its State Street SPDR Portfolio Aggregate Bond ETF share count unchanged in Q2 2026.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 0.03% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #272 holding.
  • Wealth Enhancement Trust Services first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Wealth Enhancement Trust Services's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $291K in Q4 2025.
  • 430 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

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