C1AG
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Client 1st Advisory Group’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Client 1st Advisory Group’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 		– Sell
-9,326
Closed -$239K – 150
2026
Q1 		$239K Sell
9,326
-1,172
-11% -$30.2K 0.07% 125
2025
Q4 		$270K Sell
10,498
-38
-0.4% -$983 0.08% 119
2025
Q3 		$272K Hold
10,536
– – 0.09% 110
2025
Q2 		$270K Buy
10,536
+74
+0.7% +$1.87K 0.1% 105
2025
Q1 		$267K Buy
10,462
+49
+0.5% +$1.24K 0.1% 104
2024
Q4 		$260K Hold
10,413
– – 0.1% 111
2024
Q3 		$272K Hold
10,413
– – 0.11% 101
2024
Q2 		$261K Buy
10,413
+122
+1% +$3.04K 0.11% 96
2024
Q1 		$260K Sell
10,291
-417
-4% -$10.5K 0.12% 95
2023
Q4 		$275K Buy
10,708
+182
+2% +$4.48K 0.13% 86
2023
Q3 		$256K Hold
10,526
– – 0.14% 86
2023
Q2 		$267K Sell
10,526
-195
-2% -$4.99K 0.14% 85
2023
Q1 		$276K Hold
10,721
– – 0.15% 77
2022
Q4 		$269K Buy
+10,721
New +$269K 0.16% 75
2020
Q2 		– Sell
-10,425
Closed -$315K – 67
2020
Q1 		$315K Sell
10,425
-9,876
-49% -$294K 0.33% 39
2019
Q4 		$596K Buy
+20,301
New +$598K 0.59% 31

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

Client 1st Advisory Group's SPAB Position: Q2 2026 in Review

Client 1st Advisory Group sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q2 2026, closing a stake of 9,326 shares — an estimated $239K sold.

Client 1st Advisory Group first reported a position in SPAB in Q4 2019 and held it in 16 quarters. The position peaked at $596K in Q4 2019. 536 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

  • Client 1st Advisory Group reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Client 1st Advisory Group sold 9,326 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2026, an estimated $239K.
  • Client 1st Advisory Group first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2019 and held it in 16 quarters.
  • Client 1st Advisory Group's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $596K in Q4 2019.
  • 536 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on Client 1st Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.