WEG
SPAB icon

World Equity Group’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

World Equity Group’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 		$423K Buy
+16,584
New +$423K 0.09% 248
2024
Q3 		– Sell
-15,585
Closed -$391K – 307
2024
Q2 		$391K Buy
15,585
+734
+5% +$18.3K 0.12% 185
2024
Q1 		$375K Sell
14,851
-362
-2% -$9.15K 0.08% 217
2023
Q4 		$390K Sell
15,213
-1,743
-10% -$42.9K 0.08% 219
2023
Q3 		$413K Sell
16,956
-14,993
-47% -$374K 0.09% 222
2023
Q2 		$811K Sell
31,949
-29,728
-48% -$760K 0.24% 108
2023
Q1 		$738K Buy
61,677
+38,536
+167% +$986K 0.11% 207
2022
Q4 		$582K Sell
23,141
-4,743
-17% -$119K 0.14% 162
2022
Q3 		$696K Buy
27,884
+9,990
+56% +$262K 0.18% 133
2022
Q2 		$472K Buy
+17,894
New +$477K 0.12% 185

Other funds holding SPAB

WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 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
WFS
Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
FPFC
Financial Planning Fort Collins Fort Collins, Colorado $127M AUM