ARC
SPAB icon

Advisor Resource Council’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Advisor Resource Council’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 		$1.32M Buy
51,853
+424
+0.8% +$10.8K 0.37% 42
2026
Q1 		$1.32M Buy
51,429
+6,489
+14% +$167K 0.43% 35
2025
Q4 		$1.16M Buy
+44,940
New +$1.16M 0.41% 47
2025
Q3 		– Sell
-18,593
Closed -$476K – 158
2025
Q2 		$476K Sell
18,593
-713,739
-97% -$18M 0.19% 86
2025
Q1 		$18.2M Buy
+732,332
New +$18.5M 1.47% 5
2024
Q4 		– Sell
-16,732
Closed -$437K – 239
2024
Q3 		$437K Buy
+16,732
New +$431K 0.2% 134
2024
Q2 		– Sell
-49,349
Closed -$1.27M – 196
2024
Q1 		$1.27M Sell
49,349
-264,366
-84% -$6.68M 0.53% 36
2023
Q4 		$8.04M Buy
313,715
+299,510
+2,108% +$7.37M 0.94% 21
2023
Q3 		$346K Sell
14,205
-6,269
-31% -$156K 0.18% 100
2023
Q2 		$519K Sell
20,474
-81,541
-80% -$2.09M 0.23% 71
2023
Q1 		$2.64M Buy
102,015
+91,647
+884% +$2.34M 0.66% 30
2022
Q4 		$261K Sell
10,368
-3,130
-23% -$78.4K 0.13% 129
2022
Q3 		$337K Sell
13,498
-290,214
-96% -$7.61M 0.23% 103
2022
Q2 		$8M Buy
303,712
+219,381
+260% +$5.85M 0.74% 33
2022
Q1 		$2.34M Sell
84,331
-123,261
-59% -$3.52M 0.7% 39
2021
Q4 		$6.15M Buy
207,592
+150,135
+261% +$4.46M 0.48% 38
2021
Q3 		$1.72M Sell
57,457
-89,384
-61% -$2.69M 0.52% 51
2021
Q2 		$4.41M Buy
+146,841
New +$4.38M 0.46% 46

Other funds holding SPAB

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Envestnet Asset Management
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

Advisor Resource Council's SPAB Position: Q2 2026 in Review

Advisor Resource Council increased its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 0.82% in Q2 2026, buying an estimated $10.8K and bringing the position to 51,853 shares worth $1.32M. The position accounts for 0.37% of the portfolio, ranked #42.

Advisor Resource Council first reported a position in SPAB in Q2 2021 and has held it in 18 quarters since. The position peaked at $18.2M in Q1 2025. 538 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

  • Advisor Resource Council held 51,853 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $1.32M as of Q2 2026.
  • Advisor Resource Council bought 424 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2026, an estimated $10.8K.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 0.37% of Advisor Resource Council's portfolio in Q2 2026, its #42 holding.
  • Advisor Resource Council first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q2 2021 and has held it in 18 quarters since.
  • Advisor Resource Council's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $18.2M in Q1 2025.
  • 538 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on Advisor Resource Council's 13F filing for Q2 2026, filed 28 Jul 2026.