WAP
SPAB icon

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
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

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
T
TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return
TWM
Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return
APC
Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return
WFS
Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return

Wealthcare Advisory Partners's SPAB Position: Q2 2026 in Review

Wealthcare Advisory Partners increased its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 6.3% in Q2 2026, buying an estimated $4.87M and bringing the position to 3,206,173 shares worth $81.8M. The position accounts for 1.55% of the portfolio, ranked #8.

Wealthcare Advisory Partners first reported a position in SPAB in Q1 2020 and has held it in 26 quarters since. 81 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

  • Wealthcare Advisory Partners held 3,206,173 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $81.8M as of Q2 2026.
  • Wealthcare Advisory Partners bought 190,995 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2026, an estimated $4.87M.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 1.55% of Wealthcare Advisory Partners's portfolio in Q2 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 26 quarters since.
  • 81 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.