WWA
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Wingate Wealth Advisors’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Wingate Wealth Advisors’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
2025
Q1 		– Sell
-3,356
Closed -$83.9K – 380
2024
Q4 		$83.9K Buy
+3,356
New +$85.3K 0.08% 155

Other funds holding SPAB

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Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Wingate Wealth Advisors's SPAB Position: Q1 2025 in Review

Wingate Wealth Advisors sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q1 2025, closing a stake of 3,356 shares — an estimated $83.9K sold.

Wingate Wealth Advisors first reported a position in SPAB in Q4 2024 and held it in 1 quarter. The position peaked at $83.9K in Q4 2024. 510 funds tracked by Wall St. Rank hold SPAB as of Q1 2025.

  • Wingate Wealth Advisors reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Wingate Wealth Advisors sold 3,356 State Street SPDR Portfolio Aggregate Bond ETF shares in Q1 2025, an estimated $83.9K.
  • Wingate Wealth Advisors first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2024 and held it in 1 quarter.
  • Wingate Wealth Advisors's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $83.9K in Q4 2024.
  • 510 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q1 2025.

Based on Wingate Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.