BTI
SPAB icon

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 – 2667
2025
Q4 		$5.05K Buy
+196
New +$5.07K ﹤0.01% 1995
2025
Q3 		– Sell
-1,701
Closed -$43.5K – 2673
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
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $6.83B AUM 12.51% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $13B AUM 25.71% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $32.1B AUM 59.58% 1-Year Est. Return