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

Avantax 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
2025 Q2	$6.3M	Buy	245,931 +3,003	+1%	+$75.9K	0.03%	378
2025 Q1	$6.2M	Buy	242,928 +23,675	+11%	+$597K	0.04%	349
2024 Q4	$5.48M	Buy	219,253 +21,310	+11%	+$542K	0.03%	372
2024 Q3	$5.17M	Buy	197,943 +44,499	+29%	+$1.15M	0.03%	386
2024 Q2	$3.85M	Buy	153,444 +99,188	+183%	+$2.47M	0.03%	443
2024 Q1	$1.37M	Buy	54,256 +37,200	+218%	+$940K	0.01%	651
2023 Q4	$437K	Sell	17,056 -324,619	-95%	-$7.99M	﹤0.01%	1053
2023 Q3	$8.32M	Buy	341,675 +323,553	+1,785%	+$8.06M	0.09%	171
2023 Q2	$460K	Buy	18,122 +2,339	+15%	+$59.8K	0.01%	972
2023 Q1	$407K	Buy	15,783 +1,357	+9%	+$34.7K	0.01%	999
2022 Q4	$363K	Buy	14,426 +5,560	+63%	+$139K	﹤0.01%	1015
2022 Q3	$221K	Buy	+8,866	New	+$232K	﹤0.01%	1161

Other funds holding SPAB

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Avantax Advisory Services's SPAB Position: Q2 2025 in Review

Avantax Advisory Services increased its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 1.2% in Q2 2025, buying an estimated $75.9K and bringing the position to 245,931 shares worth $6.3M. The position accounts for 0.03% of the portfolio, ranked #378.

Avantax Advisory Services first reported a position in SPAB in Q3 2022 and has held it in 12 quarters since. The position peaked at $8.32M in Q3 2023. 506 funds tracked by Wall St. Rank hold SPAB as of Q2 2025.

Avantax Advisory Services held 245,931 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $6.3M as of Q2 2025.
Avantax Advisory Services bought 3,003 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2025, an estimated $75.9K.
State Street SPDR Portfolio Aggregate Bond ETF made up 0.03% of Avantax Advisory Services's portfolio in Q2 2025, its #378 holding.
Avantax Advisory Services first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q3 2022 and has held it in 12 quarters since.
Avantax Advisory Services's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $8.32M in Q3 2023.
506 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.