Wolff Wiese Magana’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Wolff Wiese Magana’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	$44.7K	Sell	1,751 -1,312	-43%	-$33.5K	0.02%	251
2026 Q1	$78.5K	Buy	3,063 +24	+0.8%	+$619	0.04%	174
2025 Q4	$78.3K	Buy	3,039 +155	+5%	+$4.01K	0.04%	166
2025 Q3	$74.6K	Buy	2,884 +555	+24%	+$14.2K	0.04%	182
2025 Q2	$59.6K	Buy	2,329 +1,099	+89%	+$27.8K	0.04%	190
2025 Q1	$31.4K	Buy	1,230 +16	+1%	+$404	0.02%	233
2024 Q4	$30.3K	Buy	1,214 +33	+3%	+$839	0.02%	246
2024 Q3	$30.9K	Buy	1,181 +155	+15%	+$3.99K	0.02%	245
2024 Q2	$25.7K	Buy	1,026 +169	+20%	+$4.21K	0.02%	218
2024 Q1	$21.7K	Buy	857 +189	+28%	+$4.78K	0.02%	211
2023 Q4	$17.1K	Sell	668 -54,739	-99%	-$1.35M	0.02%	221
2023 Q3	$1.35M	Buy	55,407 +4,028	+8%	+$100K	1.1%	35
2023 Q2	$1.3M	Buy	51,379 +148	+0.3%	+$3.79K	1.01%	38
2023 Q1	$1.32M	Buy	51,231 +2,024	+4%	+$51.8K	1.07%	35
2022 Q4	$1.24M	Buy	49,207 +30,368	+161%	+$761K	1.06%	35
2022 Q3	$470K	Buy	18,839 +1,343	+8%	+$35.2K	0.38%	61
2022 Q2	$461K	Sell	17,496 -25,013	-59%	-$666K	0.34%	66
2022 Q1	$1.18M	Buy	42,509 +1,614	+4%	+$46.1K	0.79%	38
2021 Q4	$1.21M	Buy	40,895 +3,101	+8%	+$92.2K	0.78%	39
2021 Q3	$1.13M	Buy	37,794 +2,801	+8%	+$84.4K	0.8%	38
2021 Q2	$1.05M	Buy	34,993 +3,772	+12%	+$113K	0.75%	39
2021 Q1	$926K	Buy	31,221 +8,399	+37%	+$253K	0.72%	42
2020 Q4	$703K	Buy	+22,822	New	+$701K	0.59%	47

Other funds holding SPAB

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return

TWM

Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return

CIC

Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return

WFPG

Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return

APC

Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return

Wolff Wiese Magana's SPAB Position: Q2 2026 in Review

Wolff Wiese Magana reduced its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 43% in Q2 2026, selling an estimated $33.5K and leaving 1,751 shares worth $44.7K. The position accounts for 0.02% of the portfolio, ranked #251.

Wolff Wiese Magana first reported a position in SPAB in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.35M in Q3 2023. 81 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

Wolff Wiese Magana held 1,751 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $44.7K as of Q2 2026.
Wolff Wiese Magana sold 1,312 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2026, an estimated $33.5K.
State Street SPDR Portfolio Aggregate Bond ETF made up 0.02% of Wolff Wiese Magana's portfolio in Q2 2026, its #251 holding.
Wolff Wiese Magana first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2020 and has held it in 23 quarters since.
Wolff Wiese Magana's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $1.35M in Q3 2023.
81 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on Wolff Wiese Magana's 13F filing for Q2 2026, filed 13 Jul 2026.