CAC
SPAB icon

Certified Advisory Corp’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Certified Advisory Corp’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 		$5.64M Sell
221,030
-4,225
-2% -$108K 0.45% 63
2026
Q1 		$5.77M Buy
225,255
+1,836
+0.8% +$47.4K 0.52% 59
2025
Q4 		$5.75M Buy
223,419
+1,421
+0.6% +$36.8K 0.52% 61
2025
Q3 		$5.74M Sell
221,998
-40,415
-15% -$1.03M 0.55% 57
2025
Q2 		$6.72M Buy
262,413
+12,051
+5% +$305K 0.7% 50
2025
Q1 		$6.39M Buy
250,362
+6,679
+3% +$169K 0.72% 43
2024
Q4 		$6.09M Buy
243,683
+8,847
+4% +$225K 0.66% 53
2024
Q3 		$6.14M Buy
234,836
+31,662
+16% +$816K 0.68% 51
2024
Q2 		$5.1M Buy
203,174
+6,055
+3% +$151K 0.64% 52
2024
Q1 		$4.98M Buy
197,119
+4,575
+2% +$116K 0.7% 47
2023
Q4 		$4.94M Sell
192,544
-9,573
-5% -$235K 0.75% 39
2023
Q3 		$4.3M Buy
202,117
+33,987
+20% +$847K 0.79% 37
2023
Q2 		$4.27M Buy
168,130
+38,693
+30% +$990K 0.78% 36
2023
Q1 		$3.34M Buy
129,437
+74,583
+136% +$1.91M 0.59% 47
2022
Q4 		$1.38M Buy
54,854
+31,584
+136% +$791K 0.27% 96
2022
Q3 		$581K Buy
+23,270
New +$610K 0.13% 137
2022
Q1 		– Sell
-13,227
Closed -$392K – 262
2021
Q4 		$392K Sell
13,227
-896
-6% -$26.6K 0.09% 172
2021
Q3 		$422K Sell
14,123
-2,446
-15% -$73.7K 0.1% 160
2021
Q2 		$497K Buy
16,569
+1,137
+7% +$33.9K 0.12% 146
2021
Q1 		$458K Buy
+15,432
New +$466K 0.12% 142
2020
Q2 		$398K Sell
12,900
-48
-0.4% -$1.47K 0.13% 139
2020
Q1 		$391K Buy
12,948
+7,679
+146% +$228K 0.15% 120
2019
Q4 		$155K Buy
5,269
+1,397
+36% +$41.2K 0.05% 199
2019
Q3 		$115K Buy
3,872
+822
+27% +$24.2K 0.04% 223
2019
Q2 		$89K Buy
+3,050
New +$87.3K 0.03% 247

Other funds holding SPAB

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Envestnet Asset Management
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

Certified Advisory Corp's SPAB Position: Q2 2026 in Review

Certified Advisory Corp reduced its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 1.9% in Q2 2026, selling an estimated $108K and leaving 221,030 shares worth $5.64M. The position accounts for 0.45% of the portfolio, ranked #63.

Certified Advisory Corp first reported a position in SPAB in Q2 2019 and has held it in 25 quarters since. The position peaked at $6.72M in Q2 2025. 539 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

  • Certified Advisory Corp held 221,030 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $5.64M as of Q2 2026.
  • Certified Advisory Corp sold 4,225 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2026, an estimated $108K.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 0.45% of Certified Advisory Corp's portfolio in Q2 2026, its #63 holding.
  • Certified Advisory Corp first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q2 2019 and has held it in 25 quarters since.
  • Certified Advisory Corp's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $6.72M in Q2 2025.
  • 539 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on Certified Advisory Corp's 13F filing for Q2 2026, filed 16 Jul 2026.