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Westside Investment Management’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Westside Investment 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
Q2 		$29.7K Hold
1,162
– – ﹤0.01% 780
2026
Q1 		$29.8K Sell
1,162
-707
-38% -$18.2K ﹤0.01% 743
2025
Q4 		$48.1K Hold
1,869
– – 0.01% 553
2025
Q3 		$48.3K Hold
1,869
– – 0.01% 555
2025
Q2 		$47.8K Hold
1,869
– – 0.01% 463
2025
Q1 		$47.7K Sell
1,869
-200
-10% -$5.05K 0.01% 413
2024
Q4 		$51.7K Hold
2,069
– – 0.01% 402
2024
Q3 		$54.1K Hold
2,069
– – 0.01% 393
2024
Q2 		$51.9K Hold
2,069
– – 0.01% 385
2024
Q1 		$52.3K Hold
2,069
– – 0.01% 376
2023
Q4 		$53K Hold
2,069
– – 0.01% 352
2023
Q3 		$50.4K Sell
2,069
-80
-4% -$1.99K 0.01% 341
2023
Q2 		$54.5K Sell
2,149
-584
-21% -$14.9K 0.02% 342
2023
Q1 		$70.5K Hold
2,733
– – 0.02% 313
2022
Q4 		$68 Sell
2,733
-310
-10% -$7.77K ﹤0.01% 393
2022
Q3 		$75 Sell
3,043
-104
-3% -$2.73K ﹤0.01% 376
2022
Q2 		$82 Hold
3,147
– – ﹤0.01% 367
2022
Q1 		$87 Hold
3,147
– – ﹤0.01% 372
2021
Q4 		$93 Hold
3,147
– – ﹤0.01% 353
2021
Q3 		$93 Buy
3,147
+166
+6% +$5K ﹤0.01% 349
2021
Q2 		$89 Buy
+2,981
New +$88.9K ﹤0.01% 348

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

Westside Investment Management's SPAB Position: Q2 2026 in Review

Westside Investment Management held its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) position steady in Q2 2026 at 1,162 shares worth $29.7K. The position accounts for ﹤0.01% of the portfolio, ranked #780.

Westside Investment Management first reported a position in SPAB in Q2 2021 and has held it in 21 quarters since. The position peaked at $70.5K in Q1 2023. 536 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

  • Westside Investment Management held 1,162 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $29.7K as of Q2 2026.
  • Westside Investment Management left its State Street SPDR Portfolio Aggregate Bond ETF share count unchanged in Q2 2026.
  • State Street SPDR Portfolio Aggregate Bond ETF made up ﹤0.01% of Westside Investment Management's portfolio in Q2 2026, its #780 holding.
  • Westside Investment Management first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q2 2021 and has held it in 21 quarters since.
  • Westside Investment Management's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $70.5K in Q1 2023.
  • 536 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.