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Colton Groome Financial Advisors’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Colton Groome Financial 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 		$455K Buy
17,840
+225
+1% +$5.74K 0.11% 107
2026
Q1 		$451K Sell
17,615
-11,230
-39% -$290K 0.13% 87
2025
Q4 		$743K Sell
28,845
-2,275
-7% -$58.9K 0.21% 69
2025
Q3 		$804K Buy
31,120
+200
+0.6% +$5.12K 0.25% 63
2025
Q2 		$792K Sell
30,920
-6,480
-17% -$164K 0.27% 60
2025
Q1 		$956K Buy
37,400
+17,344
+86% +$438K 0.37% 46
2024
Q4 		$501K Buy
+20,056
New +$510K 0.19% 67
2023
Q3 		– Sell
-9,367
Closed -$238K – 124
2023
Q2 		$238K Sell
9,367
-1,594
-15% -$40.8K 0.11% 103
2023
Q1 		$283K Sell
10,961
-31,307
-74% -$801K 0.13% 104
2022
Q4 		$1.06M Buy
42,268
+2,427
+6% +$60.8K 0.52% 42
2022
Q3 		$994K Sell
39,841
-53,213
-57% -$1.39M 0.51% 42
2022
Q2 		$2.45M Sell
93,054
-30,067
-24% -$801K 1.23% 22
2022
Q1 		$3.42M Sell
123,121
-2,135
-2% -$61K 1.58% 21
2021
Q4 		$3.71M Sell
125,256
-91,943
-42% -$2.73M 1.51% 21
2021
Q3 		$6.48M Buy
217,199
+454
+0.2% +$13.7K 2.82% 13
2021
Q2 		$6.5M Buy
216,745
+3,843
+2% +$115K 2.98% 10
2021
Q1 		$6.31M Buy
212,902
+19,374
+10% +$584K 3.53% 11
2020
Q4 		$5.96M Buy
193,528
+60,949
+46% +$1.87M 3.84% 10
2020
Q3 		$4.08M Buy
132,579
+4,498
+4% +$139K 2.87% 11
2020
Q2 		$3.95M Buy
128,081
+65,617
+105% +$2M 2.87% 10
2020
Q1 		$1.89M Buy
+62,464
New +$1.86M 1.56% 10

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

Colton Groome Financial Advisors's SPAB Position: Q2 2026 in Review

Colton Groome Financial Advisors increased its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 1.3% in Q2 2026, buying an estimated $5.74K and bringing the position to 17,840 shares worth $455K. The position accounts for 0.11% of the portfolio, ranked #107.

Colton Groome Financial Advisors first reported a position in SPAB in Q1 2020 and has held it in 21 quarters since. The position peaked at $6.5M in Q2 2021. 541 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

  • Colton Groome Financial Advisors held 17,840 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $455K as of Q2 2026.
  • Colton Groome Financial Advisors bought 225 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2026, an estimated $5.74K.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 0.11% of Colton Groome Financial Advisors's portfolio in Q2 2026, its #107 holding.
  • Colton Groome Financial Advisors first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q1 2020 and has held it in 21 quarters since.
  • Colton Groome Financial Advisors's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $6.5M in Q2 2021.
  • 541 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on Colton Groome Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.