Arax Advisory Partners’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Arax Advisory Partners’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	$729K	Buy	28,580 +18,061	+172%	+$461K	﹤0.01%	1390
2026 Q1	$270K	Buy	10,519 +6	+0.1%	+$155	0.01%	929
2025 Q4	$271K	Buy	+10,513	New	+$272K	0.01%	883
2025 Q3	–	Sell	-10,360	Closed	-$265K	–	4197
2025 Q2	$265K	Buy	10,360 +9	+0.1%	+$228	0.01%	565
2025 Q1	$264K	Buy	10,351 +2,788	+37%	+$70.3K	0.02%	461
2024 Q4	$189K	Buy	7,563 +11	+0.1%	+$280	0.01%	501
2024 Q3	$197K	Buy	7,552 +6,736	+825%	+$174K	0.02%	351
2024 Q2	$20.5K	Buy	816 +67	+9%	+$1.67K	﹤0.01%	954
2024 Q1	$18.9K	Buy	749 +65	+10%	+$1.64K	﹤0.01%	681
2023 Q4	$17.5K	Buy	684 +45	+7%	+$1.11K	﹤0.01%	676
2023 Q3	$15.6K	Buy	639 +35	+6%	+$872	﹤0.01%	632
2023 Q2	$15.3K	Buy	604 +62	+11%	+$1.59K	﹤0.01%	627
2023 Q1	$14K	Buy	542 +58	+12%	+$1.48K	﹤0.01%	638
2022 Q4	$12.2K	Buy	484 +36	+8%	+$902	﹤0.01%	623
2022 Q3	$11K	Buy	448 +37	+9%	+$970	﹤0.01%	651
2022 Q2	$11K	Buy	411 +3	+0.7%	+$80	﹤0.01%	650
2022 Q1	$11K	Buy	408 +52	+15%	+$1.49K	﹤0.01%	652
2021 Q4	$11K	Buy	356 +29	+9%	+$862	﹤0.01%	641
2021 Q3	$10K	Buy	327 +76	+30%	+$2.29K	﹤0.01%	647
2021 Q2	$8K	Buy	+251	New	+$7.49K	﹤0.01%	691
2020 Q4	$6K	Buy	208 +52	+33%	+$1.6K	﹤0.01%	615
2020 Q3	$5K	Buy	156 +66	+73%	+$2.04K	﹤0.01%	602
2020 Q2	$3K	Buy	90 +15	+20%	+$458	﹤0.01%	619
2020 Q1	$2K	Buy	75 +11	+17%	+$327	﹤0.01%	634
2019 Q4	$2K	Buy	+64	New	+$1.89K	﹤0.01%	554

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

Arax Advisory Partners's SPAB Position: Q2 2026 in Review

Arax Advisory Partners increased its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 172% in Q2 2026, buying an estimated $461K and bringing the position to 28,580 shares worth $729K. The position accounts for ﹤0.01% of the portfolio, ranked #1390.

Arax Advisory Partners first reported a position in SPAB in Q4 2019 and has held it in 25 quarters since. 536 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

Arax Advisory Partners held 28,580 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $729K as of Q2 2026.
Arax Advisory Partners bought 18,061 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2026, an estimated $461K.
State Street SPDR Portfolio Aggregate Bond ETF made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #1390 holding.
Arax Advisory Partners first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2019 and has held it in 25 quarters since.
536 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.