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

Woodside 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	–	Sell	-4,233	Closed	-$109K	–	65
2025 Q4	$109K	Buy	4,233 +149	+4%	+$3.86K	0.08%	53
2025 Q3	$106K	Sell	4,084 -195	-5%	-$4.99K	0.08%	50
2025 Q2	$110K	Buy	4,279 +278	+7%	+$7.03K	0.09%	49
2025 Q1	$102K	Buy	+4,001	New	+$101K	0.09%	47

Other funds holding SPAB

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 $7.56B AUM 23.82% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

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

Woodside Wealth Management sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q1 2026, closing a stake of 4,233 shares — an estimated $109K sold.

Woodside Wealth Management first reported a position in SPAB in Q1 2025 and held it in 4 quarters. The position peaked at $110K in Q2 2025. 549 funds tracked by Wall St. Rank hold SPAB as of Q1 2026.

Woodside Wealth Management reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q1 2026 after selling out during the quarter.
Woodside Wealth Management sold 4,233 State Street SPDR Portfolio Aggregate Bond ETF shares in Q1 2026, an estimated $109K.
Woodside Wealth Management first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q1 2025 and held it in 4 quarters.
Woodside Wealth Management's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $110K in Q2 2025.
549 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q1 2026.

Based on Woodside Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.