WealthGarden F.S.’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

WealthGarden F.S.’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	$632K	Sell	24,755 -45	-0.2%	-$1.15K	0.36%	81
2026 Q1	$635K	Sell	24,800 -272	-1%	-$7.02K	0.43%	79
2025 Q4	$648K	Sell	25,072 -696	-3%	-$18K	0.43%	74
2025 Q3	$672K	Buy	25,768 +5	+0%	+$128	0.48%	69
2025 Q2	$655K	Sell	25,763 -272	-1%	-$6.88K	0.54%	58
2025 Q1	$665K	Buy	26,035 +170	+0.7%	+$4.29K	0.64%	57
2024 Q4	$646K	Sell	25,865 -408	-2%	-$10.4K	0.6%	57
2024 Q3	$687K	Sell	26,273 -1,015	-4%	-$26.1K	0.67%	48
2024 Q2	$685K	Buy	+27,288	New	+$680K	0.72%	49

Other funds holding SPAB

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

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 Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

GLR

Great Lakes Retirement Sandusky, Ohio $1.13B AUM 41.06% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

WealthGarden F.S.'s SPAB Position: Q2 2026 in Review

WealthGarden F.S. reduced its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 0.18% in Q2 2026, selling an estimated $1.15K and leaving 24,755 shares worth $632K. The position accounts for 0.36% of the portfolio, ranked #81.

WealthGarden F.S. first reported a position in SPAB in Q2 2024 and has held it in 9 quarters since. The position peaked at $687K in Q3 2024. 244 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

WealthGarden F.S. held 24,755 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $632K as of Q2 2026.
WealthGarden F.S. sold 45 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2026, an estimated $1.15K.
State Street SPDR Portfolio Aggregate Bond ETF made up 0.36% of WealthGarden F.S.'s portfolio in Q2 2026, its #81 holding.
WealthGarden F.S. first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q2 2024 and has held it in 9 quarters since.
WealthGarden F.S.'s State Street SPDR Portfolio Aggregate Bond ETF position peaked at $687K in Q3 2024.
244 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on WealthGarden F.S.'s 13F filing for Q2 2026, filed 31 Jul 2026.