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WealthCare Investment Partners’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

WealthCare Investment 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 		$242K Sell
9,479
-481
-5% -$12.3K 0.06% 184
2026
Q1 		$255K Buy
9,960
+401
+4% +$10.3K 0.07% 166
2025
Q4 		$246K Buy
9,559
+227
+2% +$5.88K 0.07% 164
2025
Q3 		$241K Sell
9,332
-1,299
-12% -$33.2K 0.08% 156
2025
Q2 		$270K Sell
10,631
-124
-1% -$3.13K 0.1% 132
2025
Q1 		$270K Sell
10,755
-798
-7% -$20.1K 0.11% 122
2024
Q4 		$289K Buy
11,553
+799
+7% +$20.3K 0.13% 116
2024
Q3 		$276K Buy
10,754
+372
+4% +$9.58K 0.12% 113
2024
Q2 		$260K Buy
10,382
+64
+0.6% +$1.59K 0.12% 116
2024
Q1 		$261K Buy
+10,318
New +$261K 0.13% 119
2023
Q4 		– Sell
-9,376
Closed -$226K – 134
2023
Q3 		$226K Sell
9,376
-4
-0% -$100 0.14% 112
2023
Q2 		$236K Buy
9,380
+191
+2% +$4.89K 0.14% 104
2023
Q1 		$237K Buy
9,189
+302
+3% +$7.73K 0.14% 108
2022
Q4 		$223K Sell
8,887
-888
-9% -$22.2K 0.15% 105
2022
Q3 		$244K Sell
9,775
-681
-7% -$17.9K 0.2% 93
2022
Q2 		$276K Sell
10,456
-816
-7% -$21.7K 0.24% 85
2022
Q1 		$306K Buy
11,272
+51
+0.5% +$1.46K 0.27% 77
2021
Q4 		$332K Buy
+11,221
New +$334K 0.32% 73

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

WealthCare Investment Partners's SPAB Position: Q2 2026 in Review

WealthCare Investment Partners reduced its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 4.8% in Q2 2026, selling an estimated $12.3K and leaving 9,479 shares worth $242K. The position accounts for 0.06% of the portfolio, ranked #184.

WealthCare Investment Partners first reported a position in SPAB in Q4 2021 and has held it in 18 quarters since. The position peaked at $332K in Q4 2021. 541 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

  • WealthCare Investment Partners held 9,479 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $242K as of Q2 2026.
  • WealthCare Investment Partners sold 481 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2026, an estimated $12.3K.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 0.06% of WealthCare Investment Partners's portfolio in Q2 2026, its #184 holding.
  • WealthCare Investment Partners first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2021 and has held it in 18 quarters since.
  • WealthCare Investment Partners's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $332K in Q4 2021.
  • 541 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on WealthCare Investment Partners's 13F filing for Q2 2026, filed 10 Aug 2026.