Wealthcare Advisory Partners’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Wealthcare Advisory Partners’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 Q3	$85.7M	Buy	3,517,485 +311,312	+10%	+$7.8M	1.45%	8
2026 Q2	$81.8M	Buy	3,206,173 +190,995	+6%	+$4.87M	1.55%	8
2026 Q1	$77.2M	Buy	3,015,178 +217,043	+8%	+$5.6M	1.5%	8
2025 Q4	$72.1M	Buy	2,798,135 +295,437	+12%	+$7.65M	1.42%	11
2025 Q3	$64.7M	Buy	2,502,698 +117,213	+5%	+$3M	1.35%	11
2025 Q2	$61.1M	Buy	2,385,485 +161,631	+7%	+$4.09M	1.39%	9
2025 Q1	$56.8M	Sell	2,223,854 -184,771	-8%	-$4.66M	1.52%	8
2024 Q4	$60.2M	Buy	2,408,625 +185,641	+8%	+$4.72M	1.67%	8
2024 Q3	$58.1M	Buy	2,222,984 +149,083	+7%	+$3.84M	1.66%	7
2024 Q2	$52M	Buy	2,073,901 +126,511	+6%	+$3.15M	1.63%	8
2024 Q1	$49.2M	Buy	1,947,390 +178,031	+10%	+$4.5M	1.61%	8
2023 Q4	$45.4M	Buy	1,769,359 +75,228	+4%	+$1.85M	1.8%	6
2023 Q3	$41.2M	Buy	1,694,131 +220,787	+15%	+$5.5M	1.89%	8
2023 Q2	$37.4M	Buy	1,473,344 +546,027	+59%	+$14M	1.67%	8
2023 Q1	$23.9M	Buy	927,317 +72,528	+8%	+$1.86M	1.03%	18
2022 Q4	$21.5M	Sell	854,789 -6,917	-0.8%	-$173K	1.03%	20
2022 Q3	$21.5M	Buy	861,706 +155,479	+22%	+$4.08M	1.23%	16
2022 Q2	$18.6M	Buy	706,227 +10,743	+2%	+$286K	1.13%	20
2022 Q1	$19.3M	Buy	695,484 +26,989	+4%	+$771K	1.17%	20
2021 Q4	$19.8M	Sell	668,495 -374,368	-36%	-$11.1M	1.18%	19
2021 Q3	$31.1M	Buy	1,042,863 +62,940	+6%	+$1.9M	2.04%	10
2021 Q2	$29.4M	Buy	979,923 +66,062	+7%	+$1.97M	1.97%	11
2021 Q1	$27.1M	Buy	913,861 +119,944	+15%	+$3.62M	1.96%	11
2020 Q4	$24.4M	Buy	793,917 +104,010	+15%	+$3.19M	2.17%	11
2020 Q3	$21.3M	Buy	689,907 +82,651	+14%	+$2.56M	2.33%	11
2020 Q2	$18.7M	Buy	607,256 +67,824	+13%	+$2.07M	2.34%	11
2020 Q1	$16.3M	Buy	+539,432	New	+$16M	2.39%	12

Other funds holding SPAB

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

TrueFG Cedar Park, Texas $430M AUM 11.77% 1-Year Est. Return

Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 13.83% 1-Year Est. Return

Leading Edge Financial Planning Knoxville, Tennessee $483M AUM 11.03% 1-Year Est. Return

WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return

Wealthcare Advisory Partners's SPAB Position: Q3 2026 in Review

Wealthcare Advisory Partners increased its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 9.7% in Q3 2026, buying an estimated $7.8M and bringing the position to 3,517,485 shares worth $85.7M. The position accounts for 1.45% of the portfolio, ranked #8.

Wealthcare Advisory Partners first reported a position in SPAB in Q1 2020 and has held it in 27 quarters since. 152 funds tracked by Wall St. Rank hold SPAB as of Q3 2026.

Wealthcare Advisory Partners held 3,517,485 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $85.7M as of Q3 2026.
Wealthcare Advisory Partners bought 311,312 State Street SPDR Portfolio Aggregate Bond ETF shares in Q3 2026, an estimated $7.8M.
State Street SPDR Portfolio Aggregate Bond ETF made up 1.45% of Wealthcare Advisory Partners's portfolio in Q3 2026, its #8 holding.
Wealthcare Advisory Partners first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q1 2020 and has held it in 27 quarters since.
152 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q3 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q3 2026, filed 21 Oct 2026.