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Advocate Investing Services’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Advocate Investing Services’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
Q1 		– Sell
-200
Closed -$5.15K – 471
2025
Q4 		$5.15K Buy
+200
New +$5.18K ﹤0.01% 281

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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Advocate Investing Services's SPAB Position: Q1 2026 in Review

Advocate Investing Services sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q1 2026, closing a stake of 200 shares — an estimated $5.15K sold.

Advocate Investing Services first reported a position in SPAB in Q4 2025 and held it in 1 quarter. The position peaked at $5.15K in Q4 2025. 545 funds tracked by Wall St. Rank hold SPAB as of Q1 2026.

  • Advocate Investing Services reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Advocate Investing Services sold 200 State Street SPDR Portfolio Aggregate Bond ETF shares in Q1 2026, an estimated $5.15K.
  • Advocate Investing Services first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2025 and held it in 1 quarter.
  • Advocate Investing Services's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $5.15K in Q4 2025.
  • 545 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q1 2026.

Based on Advocate Investing Services's 13F filing for Q1 2026, filed 22 Apr 2026.