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

CFS Investment 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
2026 Q2	$447K	Sell	17,618 -15,157	-46%	-$387K	0.03%	265
2026 Q1	$844K	Buy	32,775 +2,146	+7%	+$55.4K	0.06%	208
2025 Q4	$789K	Buy	30,629 +14,899	+95%	+$386K	0.06%	200
2025 Q3	$410K	Sell	15,730 -16,822	-52%	-$431K	0.03%	253
2025 Q2	$833K	Sell	32,552 -31,343	-49%	-$792K	0.07%	186
2025 Q1	$1.63M	Sell	63,895 -1,673	-3%	-$42.2K	0.15%	125
2024 Q4	$1.64M	Sell	65,568 -98,900	-60%	-$2.51M	0.15%	121
2024 Q3	$4.3M	Buy	+164,468	New	+$4.24M	0.36%	56
2022 Q4	–	Sell	-48,528	Closed	-$2K	–	241
2022 Q3	$2K	Buy	+48,528	New	+$1.27M	﹤0.01%	169
2022 Q2	–	Sell	-73,178	Closed	-$29K	–	491
2022 Q1	$29K	Buy	+73,178	New	+$2.09M	0.13%	84
2020 Q4	$1.2M	Buy	+39,116	New	+$1.2M	0.19%	120

Other funds holding SPAB

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return

TWM

Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return

CIC

Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return

WFPG

Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return

APC

Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return

CFS Investment Advisory Services's SPAB Position: Q2 2026 in Review

CFS Investment Advisory Services reduced its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 46% in Q2 2026, selling an estimated $387K and leaving 17,618 shares worth $447K. The position accounts for 0.03% of the portfolio, ranked #265.

CFS Investment Advisory Services first reported a position in SPAB in Q4 2020 and has held it in 11 quarters since. The position peaked at $4.3M in Q3 2024. 94 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

CFS Investment Advisory Services held 17,618 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $447K as of Q2 2026.
CFS Investment Advisory Services sold 15,157 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2026, an estimated $387K.
State Street SPDR Portfolio Aggregate Bond ETF made up 0.03% of CFS Investment Advisory Services's portfolio in Q2 2026, its #265 holding.
CFS Investment Advisory Services first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2020 and has held it in 11 quarters since.
CFS Investment Advisory Services's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $4.3M in Q3 2024.
94 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.