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CLA (CliftonLarsonAllen) Wealth Advisors’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’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 		$250M Buy
9,787,519
+457,858
+5% +$11.7M 3.28% 7
2026
Q1 		$239M Sell
9,329,661
-5,881,647
-39% -$152M 3.5% 5
2025
Q4 		$392M Buy
15,211,308
+1,045,991
+7% +$27.1M 5.92% 4
2025
Q3 		$366M Buy
14,165,317
+1,530,403
+12% +$39.2M 5.78% 4
2025
Q2 		$323M Buy
12,634,914
+889,542
+8% +$22.5M 5.43% 4
2025
Q1 		$300M Sell
11,745,372
-1,075,695
-8% -$27.1M 5.59% 4
2024
Q4 		$320M Buy
12,821,067
+888,988
+7% +$22.6M 6.21% 4
2024
Q3 		$312M Buy
11,932,079
+1,129,056
+10% +$29.1M 7.19% 3
2024
Q2 		$271M Buy
10,803,023
+848,951
+9% +$21.2M 5.81% 4
2024
Q1 		$252M Buy
9,954,072
+2,950,659
+42% +$74.6M 5.73% 4
2023
Q4 		$180M Buy
7,003,413
+188,600
+3% +$4.64M 4.47% 4
2023
Q3 		$166M Buy
6,814,813
+490,616
+8% +$12.2M 4.64% 4
2023
Q2 		$160M Buy
6,324,197
+2,500,735
+65% +$64M 4.5% 3
2023
Q1 		$98.6M Buy
+3,823,462
New +$97.8M 2.91% 12

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

CLA (CliftonLarsonAllen) Wealth Advisors's SPAB Position: Q2 2026 in Review

CLA (CliftonLarsonAllen) Wealth Advisors increased its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 4.9% in Q2 2026, buying an estimated $11.7M and bringing the position to 9,787,519 shares worth $250M. The position accounts for 3.28% of the portfolio, ranked #7.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in SPAB in Q1 2023 and has held it in 14 quarters since. The position peaked at $392M in Q4 2025. 536 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

  • CLA (CliftonLarsonAllen) Wealth Advisors held 9,787,519 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $250M as of Q2 2026.
  • CLA (CliftonLarsonAllen) Wealth Advisors bought 457,858 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2026, an estimated $11.7M.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 3.28% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #7 holding.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q1 2023 and has held it in 14 quarters since.
  • CLA (CliftonLarsonAllen) Wealth Advisors's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $392M in Q4 2025.
  • 536 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.