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

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return

Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return

Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return

Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Financial Planning Fort Collins Fort Collins, Colorado $127M AUM

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return