WWM
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Western Wealth Management’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Western Wealth Management’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
Q1 		$478K Buy
18,639
+3,776
+25% +$97.4K 0.02% 655
2025
Q4 		$383K Buy
14,863
+181
+1% +$4.68K 0.02% 593
2025
Q3 		$380K Buy
14,682
+3,074
+26% +$78.7K 0.02% 521
2025
Q2 		$297K Sell
11,608
-1,817
-14% -$45.9K 0.02% 554
2025
Q1 		$343K Sell
13,425
-13,646
-50% -$344K 0.02% 493
2024
Q4 		$677K Sell
27,071
-1,488
-5% -$37.8K 0.04% 302
2024
Q3 		$747K Buy
28,559
+7,955
+39% +$205K 0.04% 357
2024
Q2 		$517K Sell
20,604
-557
-3% -$13.9K 0.04% 360
2024
Q1 		$535K Buy
21,161
+101
+0.5% +$2.55K 0.04% 354
2023
Q4 		$540K Sell
21,060
-1,018
-5% -$25K 0.04% 393
2023
Q3 		$537K Sell
22,078
-443
-2% -$11K 0.05% 375
2023
Q2 		$571K Buy
22,521
+1,830
+9% +$46.8K 0.05% 349
2023
Q1 		$534K Buy
20,691
+9,788
+90% +$250K 0.05% 350
2022
Q4 		$274K Sell
10,903
-10,613
-49% -$266K 0.03% 483
2022
Q3 		$536K Buy
21,516
+688
+3% +$18K 0.03% 455
2022
Q2 		$549K Sell
20,828
-3,269
-14% -$87.1K 0.03% 449
2022
Q1 		$670K Buy
24,097
+8,310
+53% +$237K 0.03% 442
2021
Q4 		$467K Buy
+15,787
New +$469K 0.05% 340
2021
Q2 		$540K Sell
17,911
-16,286
-48% -$486K 0.06% 340
2021
Q1 		$1.01M Sell
34,197
-13,783
-29% -$416K 0.14% 159
2020
Q4 		$1.48M Buy
47,980
+12,153
+34% +$373K 0.22% 110
2020
Q3 		$1.1M Buy
35,827
+10,477
+41% +$324K 0.18% 129
2020
Q2 		$782K Buy
+25,350
New +$774K 0.14% 160

Other funds holding SPAB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Western Wealth Management's SPAB Position: Q1 2026 in Review

Western Wealth Management increased its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 25% in Q1 2026, buying an estimated $97.4K and bringing the position to 18,639 shares worth $478K. The position accounts for 0.02% of the portfolio, ranked #655.

Western Wealth Management first reported a position in SPAB in Q2 2020 and has held it in 23 quarters since. The position peaked at $1.48M in Q4 2020. 543 funds tracked by Wall St. Rank hold SPAB as of Q1 2026.

  • Western Wealth Management held 18,639 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $478K as of Q1 2026.
  • Western Wealth Management bought 3,776 State Street SPDR Portfolio Aggregate Bond ETF shares in Q1 2026, an estimated $97.4K.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 0.02% of Western Wealth Management's portfolio in Q1 2026, its #655 holding.
  • Western Wealth Management first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q2 2020 and has held it in 23 quarters since.
  • Western Wealth Management's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $1.48M in Q4 2020.
  • 543 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.