ARG
SPAB icon

Advisory Resource Group’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Advisory Resource 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 		$13.8M Buy
540,885
+33,206
+7% +$847K 2.08% 9
2026
Q1 		$13M Buy
507,679
+33,371
+7% +$861K 2.24% 9
2025
Q4 		$12.2M Buy
474,308
+25,991
+6% +$673K 2.15% 9
2025
Q3 		$11.6M Sell
448,317
-51,805
-10% -$1.33M 2.08% 11
2025
Q2 		$12.8M Buy
500,122
+37,431
+8% +$946K 2.46% 8
2025
Q1 		$11.8M Buy
462,691
+44,770
+11% +$1.13M 2.41% 8
2024
Q4 		$10.4M Buy
+417,921
New +$10.6M 2.22% 8
2021
Q2 		– Sell
-141,283
Closed -$4.19M – 141
2021
Q1 		$4.19M Sell
141,283
-407
-0.3% -$12.3K 1.96% 10
2020
Q4 		$4.36M Sell
141,690
-4,589
-3% -$141K 2.16% 11
2020
Q3 		$4.51M Buy
146,279
+28,555
+24% +$884K 2.64% 7
2020
Q2 		$3.63M Buy
117,724
+28,750
+32% +$878K 2.24% 9
2020
Q1 		$2.69M Sell
88,974
-642
-0.7% -$19.1K 2.06% 9
2019
Q4 		$2.63M Buy
89,616
+47,227
+111% +$1.39M 1.48% 12
2019
Q3 		$1.26M Buy
+42,389
New +$1.25M 0.67% 28

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

Advisory Resource Group's SPAB Position: Q2 2026 in Review

Advisory Resource Group increased its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 6.5% in Q2 2026, buying an estimated $847K and bringing the position to 540,885 shares worth $13.8M. The position accounts for 2.08% of the portfolio, ranked #9.

Advisory Resource Group first reported a position in SPAB in Q3 2019 and has held it in 14 quarters since. 536 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

  • Advisory Resource Group held 540,885 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $13.8M as of Q2 2026.
  • Advisory Resource Group bought 33,206 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2026, an estimated $847K.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 2.08% of Advisory Resource Group's portfolio in Q2 2026, its #9 holding.
  • Advisory Resource Group first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q3 2019 and has held it in 14 quarters since.
  • 536 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on Advisory Resource Group's 13F filing for Q2 2026, filed 14 Jul 2026.