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

ACT 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	–	Sell	-10,757	Closed	-$276K	–	93
2026 Q1	$276K	Sell	10,757 -320,003	-97%	-$8.26M	0.12%	56
2025 Q4	$8.52M	Buy	330,760 +2,715	+0.8%	+$70.3K	3.36%	10
2025 Q3	$8.48M	Buy	328,045 +29,202	+10%	+$747K	3.42%	10
2025 Q2	$7.65M	Buy	298,843 +2,820	+1%	+$71.3K	3.54%	7
2025 Q1	$7.56M	Buy	+296,023	New	+$7.47M	4.1%	8

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

ACT Advisors's SPAB Position: Q2 2026 in Review

ACT Advisors sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q2 2026, closing a stake of 10,757 shares — an estimated $276K sold.

ACT Advisors first reported a position in SPAB in Q1 2025 and held it in 5 quarters. The position peaked at $8.52M in Q4 2025. 536 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

ACT Advisors reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q2 2026 after selling out during the quarter.
ACT Advisors sold 10,757 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2026, an estimated $276K.
ACT Advisors first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q1 2025 and held it in 5 quarters.
ACT Advisors's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $8.52M in Q4 2025.
536 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on ACT Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.