Westco Advisory Services’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Westco Advisory Services’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	$551K	Sell	21,598 -607	-3%	-$15.5K	0.33%	51
2026 Q1	$569K	Sell	22,205 -273	-1%	-$7.04K	0.37%	51
2025 Q4	$579K	Buy	+22,478	New	+$582K	0.36%	50

Other funds holding SPAB

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

Westco Advisory Services's SPAB Position: Q2 2026 in Review

Westco Advisory Services reduced its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 2.7% in Q2 2026, selling an estimated $15.5K and leaving 21,598 shares worth $551K. The position accounts for 0.33% of the portfolio, ranked #51.

Westco Advisory Services first reported a position in SPAB in Q4 2025 and has held it in 3 quarters since. The position peaked at $579K in Q4 2025. 534 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

Westco Advisory Services held 21,598 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $551K as of Q2 2026.
Westco Advisory Services sold 607 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2026, an estimated $15.5K.
State Street SPDR Portfolio Aggregate Bond ETF made up 0.33% of Westco Advisory Services's portfolio in Q2 2026, its #51 holding.
Westco Advisory Services first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2025 and has held it in 3 quarters since.
Westco Advisory Services's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $579K in Q4 2025.
534 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on Westco Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.