WWA
SPAB icon

Wealth Watch Advisors’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Wealth Watch Advisors’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 		$950K Sell
37,093
-281,112
-88% -$7.25M 0.4% 45
2025
Q4 		$8.19M Buy
318,205
+32,325
+11% +$837K 3.04% 8
2025
Q3 		$7.39M Buy
285,880
+48,325
+20% +$1.24M 3.04% 8
2025
Q2 		$6.08M Buy
237,555
+211,324
+806% +$5.34M 3.52% 6
2025
Q1 		$670K Sell
26,231
-212,929
-89% -$5.37M 0.54% 27
2024
Q4 		$5.98M Buy
+239,160
New +$6.08M 3.72% 7

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