Ameritas Advisory Services’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Ameritas Advisory 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 Q2	$200K	Buy	+7,848	New	+$200K	﹤0.01%	1087
2025 Q4	–	Sell	-262	Closed	-$6.77K	–	1944
2025 Q3	$6.77K	Sell	262 -4,551	-95%	-$116K	﹤0.01%	1766
2025 Q2	$123K	Buy	+4,813	New	+$122K	0.01%	905
2025 Q1	–	Sell	-10,294	Closed	-$257K	–	905
2024 Q4	$257K	Sell	10,294 -484	-4%	-$12.3K	0.01%	758
2024 Q3	$282K	Buy	10,778 +377	+4%	+$9.71K	0.01%	696
2024 Q2	$261K	Sell	10,401 -2,171	-17%	-$54.1K	0.01%	772
2024 Q1	$318K	Buy	+12,572	New	+$318K	0.01%	685
2023 Q4	–	Sell	-15,371	Closed	-$373K	–	832
2023 Q3	$373K	Buy	+15,371	New	+$383K	0.02%	579
2023 Q2	–	Sell	-14,887	Closed	-$383K	–	2238
2023 Q1	$383K	Hold	14,887	–	–	0.02%	569
2022 Q4	$374K	Buy	14,887 +881	+6%	+$22.1K	0.02%	631
2022 Q3	$349K	Sell	14,006 -1,027	-7%	-$26.9K	0.02%	540
2022 Q2	$396K	Sell	15,033 -4,367	-23%	-$116K	0.02%	525
2022 Q1	$539K	Sell	19,400 -208	-1%	-$5.94K	0.02%	483
2021 Q4	$581K	Buy	+19,608	New	+$583K	0.02%	460

Other funds holding SPAB

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

Ameritas Advisory Services's SPAB Position: Q2 2026 in Review

Ameritas Advisory Services opened a new position in State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q2 2026: 7,848 shares worth $200K. The stake represents ﹤0.01% of the portfolio and ranks #1087 among its holdings. This is a return to the name: Ameritas Advisory Services previously reported a position in SPAB as recently as Q3 2025.

Ameritas Advisory Services first reported a position in SPAB in Q4 2021 and has held it in 14 quarters since. The position peaked at $581K in Q4 2021. 536 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

Ameritas Advisory Services held 7,848 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $200K as of Q2 2026.
State Street SPDR Portfolio Aggregate Bond ETF was a new Ameritas Advisory Services position in Q2 2026.
State Street SPDR Portfolio Aggregate Bond ETF made up ﹤0.01% of Ameritas Advisory Services's portfolio in Q2 2026, its #1087 holding.
Ameritas Advisory Services first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2021 and has held it in 14 quarters since.
Ameritas Advisory Services's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $581K in Q4 2021.
536 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.