AssuredPartners Investment Advisors’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

AssuredPartners Investment Advisors’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	$224K	Sell	8,792 -1,912	-18%	-$48.8K	0.02%	385
2026 Q1	$273K	Buy	+10,704	New	+$276K	0.03%	335
2025 Q4	–	Sell	-11,279	Closed	-$292K	–	353
2025 Q3	$292K	Sell	11,279 -392	-3%	-$10K	0.06%	211
2025 Q2	$299K	Sell	11,671 -29	-0.2%	-$733	0.07%	187
2025 Q1	$299K	Sell	11,700 -61	-0.5%	-$1.54K	0.06%	269
2024 Q4	$294K	Buy	+11,761	New	+$299K	0.06%	276

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

AssuredPartners Investment Advisors's SPAB Position: Q2 2026 in Review

AssuredPartners Investment Advisors reduced its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 18% in Q2 2026, selling an estimated $48.8K and leaving 8,792 shares worth $224K. The position accounts for 0.02% of the portfolio, ranked #385.

AssuredPartners Investment Advisors first reported a position in SPAB in Q4 2024 and has held it in 6 quarters since. The position peaked at $299K in Q1 2025. 536 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

AssuredPartners Investment Advisors held 8,792 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $224K as of Q2 2026.
AssuredPartners Investment Advisors sold 1,912 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2026, an estimated $48.8K.
State Street SPDR Portfolio Aggregate Bond ETF made up 0.02% of AssuredPartners Investment Advisors's portfolio in Q2 2026, its #385 holding.
AssuredPartners Investment Advisors first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2024 and has held it in 6 quarters since.
AssuredPartners Investment Advisors's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $299K in Q1 2025.
536 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.