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SPAB icon

AIFG Consultants’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

AIFG Consultants’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
2025
Q4 		– Sell
-9,493
Closed -$245K – 56
2025
Q3 		$245K Sell
9,493
-1,347
-12% -$34.5K 0.43% 47
2025
Q2 		$278K Sell
10,840
-29,009
-73% -$733K 0.54% 44
2025
Q1 		$1.02M Sell
39,849
-2,560
-6% -$64.6K 1.68% 17
2024
Q4 		$1.06M Sell
42,409
-476,537
-92% -$12.1M 1.73% 18
2024
Q3 		$13.6M Buy
518,946
+410
+0.1% +$10.6K 10.3% 1
2024
Q2 		$13M Sell
518,536
-24,110
-4% -$601K 9.67% 1
2024
Q1 		$13.7M Buy
542,646
+26,245
+5% +$664K 9.89% 2
2023
Q4 		$13.2M Buy
516,401
+72,871
+16% +$1.79M 10.07% 3
2023
Q3 		$10.8M Buy
443,530
+69,656
+19% +$1.74M 8.95% 4
2023
Q2 		$9.49M Buy
373,874
+5,406
+1% +$138K 7.61% 7
2023
Q1 		$9.5M Buy
368,468
+256,680
+230% +$6.57M 8.05% 5
2022
Q4 		$2.81M Buy
+111,788
New +$2.8M 2.74% 14

Other funds holding SPAB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AIFG Consultants's SPAB Position: Q4 2025 in Review

AIFG Consultants sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q4 2025, closing a stake of 9,493 shares — an estimated $245K sold.

AIFG Consultants first reported a position in SPAB in Q4 2022 and held it in 12 quarters. The position peaked at $13.7M in Q1 2024. 526 funds tracked by Wall St. Rank hold SPAB as of Q4 2025.

  • AIFG Consultants reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • AIFG Consultants sold 9,493 State Street SPDR Portfolio Aggregate Bond ETF shares in Q4 2025, an estimated $245K.
  • AIFG Consultants first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2022 and held it in 12 quarters.
  • AIFG Consultants's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $13.7M in Q1 2024.
  • 526 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q4 2025.

Based on AIFG Consultants's 13F filing for Q4 2025, filed 4 Feb 2026.