1620 Investment Advisors’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

1620 Investment 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
2026 Q2	$20.7K	Hold	813	–	–	0.01%	418
2026 Q1	$20.8K	Hold	813	–	–	0.01%	395
2025 Q4	$20.9K	Hold	813	–	–	0.01%	394
2025 Q3	$21K	Hold	813	–	–	0.01%	379
2025 Q2	$20.8K	Hold	813	–	–	0.01%	393
2025 Q1	$20.8K	Hold	813	–	–	0.02%	377
2024 Q4	$20.3K	Sell	813 -350	-30%	-$8.9K	0.02%	384
2024 Q3	$30.4K	Hold	1,163	–	–	0.02%	358
2024 Q2	$29.2K	Buy	+1,163	New	+$29K	0.02%	354

Other funds holding SPAB

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

1620 Investment Advisors's SPAB Position: Q2 2026 in Review

1620 Investment Advisors held its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) position steady in Q2 2026 at 813 shares worth $20.7K. The position accounts for 0.01% of the portfolio, ranked #418.

1620 Investment Advisors first reported a position in SPAB in Q2 2024 and has held it in 9 quarters since. The position peaked at $30.4K in Q3 2024. 536 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

1620 Investment Advisors held 813 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $20.7K as of Q2 2026.
1620 Investment Advisors left its State Street SPDR Portfolio Aggregate Bond ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio Aggregate Bond ETF made up 0.01% of 1620 Investment Advisors's portfolio in Q2 2026, its #418 holding.
1620 Investment Advisors first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q2 2024 and has held it in 9 quarters since.
1620 Investment Advisors's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $30.4K in Q3 2024.
536 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.