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

Winch 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 		$2.24M Buy
87,921
+7,204
+9% +$184K 0.47% 34
2026
Q1 		$2.07M Buy
80,717
+2,126
+3% +$54.8K 0.47% 34
2025
Q4 		$2.02M Buy
78,591
+2,981
+4% +$77.1K 0.45% 34
2025
Q3 		$1.95M Buy
75,610
+7,300
+11% +$187K 0.44% 36
2025
Q2 		$1.75M Sell
68,310
-3,114
-4% -$78.7K 0.43% 34
2025
Q1 		$1.82M Buy
71,424
+4,786
+7% +$121K 0.48% 32
2024
Q4 		$1.67M Buy
66,638
+7,542
+13% +$192K 0.43% 35
2024
Q3 		$1.54M Buy
59,096
+2,387
+4% +$61.5K 0.43% 33
2024
Q2 		$1.42M Buy
56,709
+7,970
+16% +$199K 0.41% 35
2024
Q1 		$1.23M Buy
48,739
+16,030
+49% +$405K 0.38% 37
2023
Q4 		$839K Buy
32,709
+2,269
+7% +$55.8K 0.28% 47
2023
Q3 		$741K Buy
30,440
+1,817
+6% +$45.3K 0.27% 46
2023
Q2 		$726K Buy
28,623
+858
+3% +$21.9K 0.26% 47
2023
Q1 		$716K Buy
27,765
+1,254
+5% +$32.1K 0.28% 48
2022
Q4 		$666K Buy
26,511
+4,051
+18% +$101K 0.28% 46
2022
Q3 		$560K Buy
22,460
+863
+4% +$22.6K 0.24% 47
2022
Q2 		$569K Sell
21,597
-6,967
-24% -$186K 0.23% 48
2022
Q1 		$794K Sell
28,564
-1,101
-4% -$31.5K 0.28% 46
2021
Q4 		$879K Sell
29,665
-269
-0.9% -$8K 0.29% 44
2021
Q3 		$894K Sell
29,934
-480
-2% -$14.5K 0.31% 42
2021
Q2 		$913K Sell
30,414
-3,086
-9% -$92.1K 0.33% 42
2021
Q1 		$993K Sell
33,500
-743
-2% -$22.4K 0.4% 42
2020
Q4 		$1.05M Sell
34,243
-899
-3% -$27.6K 0.44% 37
2020
Q3 		$1.08M Buy
35,142
+3,674
+12% +$114K 0.46% 32
2020
Q2 		$971K Buy
31,468
+92
+0.3% +$2.81K 0.46% 31
2020
Q1 		$948K Buy
31,376
+4,078
+15% +$121K 0.47% 28
2019
Q4 		$802K Buy
27,298
+23,833
+688% +$702K 0.38% 35
2019
Q3 		$103K Buy
+3,465
New +$102K 0.05% 75

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

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

Winch Advisory Services increased its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 8.9% in Q2 2026, buying an estimated $184K and bringing the position to 87,921 shares worth $2.24M. The position accounts for 0.47% of the portfolio, ranked #34.

Winch Advisory Services first reported a position in SPAB in Q3 2019 and has held it in 28 quarters since. 536 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

  • Winch Advisory Services held 87,921 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $2.24M as of Q2 2026.
  • Winch Advisory Services bought 7,204 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2026, an estimated $184K.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 0.47% of Winch Advisory Services's portfolio in Q2 2026, its #34 holding.
  • Winch Advisory Services first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q3 2019 and has held it in 28 quarters since.
  • 536 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.