Blue Trust Inc’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Blue Trust Inc’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 Q1	–	Sell	-196	Closed	-$5.05K	–	2664
2025 Q4	$5.05K	Buy	+196	New	+$5.07K	﹤0.01%	1995
2025 Q3	–	Sell	-1,701	Closed	-$43.5K	–	2672
2025 Q2	$43.5K	Buy	+1,701	New	+$43K	﹤0.01%	1484
2023 Q3	–	Sell	-5,339	Closed	-$138K	–	2272
2023 Q2	$138K	Buy	+5,339	New	+$137K	﹤0.01%	436
2022 Q3	–	Sell	-25	Closed	-$1K	–	2310
2022 Q2	$1K	Buy	+25	New	+$666	﹤0.01%	1832

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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

RIG

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

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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

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

Blue Trust Inc's SPAB Position: Q1 2026 in Review

Blue Trust Inc sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q1 2026, closing a stake of 196 shares — an estimated $5.05K sold.

Blue Trust Inc first reported a position in SPAB in Q2 2022 and held it in 4 quarters. The position peaked at $138K in Q2 2023. 546 funds tracked by Wall St. Rank hold SPAB as of Q1 2026.

Blue Trust Inc reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q1 2026 after selling out during the quarter.
Blue Trust Inc sold 196 State Street SPDR Portfolio Aggregate Bond ETF shares in Q1 2026, an estimated $5.05K.
Blue Trust Inc first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q2 2022 and held it in 4 quarters.
Blue Trust Inc's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $138K in Q2 2023.
546 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q1 2026.

Based on Blue Trust Inc's 13F filing for Q1 2026, filed 20 Apr 2026.