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Concurrent Investment Advisors’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Concurrent Investment 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 		$6.99M Buy
274,050
+18,135
+7% +$463K 0.06% 346
2026
Q1 		$6.56M Buy
255,915
+93,095
+57% +$2.4M 0.07% 294
2025
Q4 		$4.19M Buy
162,820
+154,900
+1,956% +$4.01M 0.05% 368
2025
Q3 		$205K Sell
7,920
-1,341
-14% -$34.3K ﹤0.01% 1346
2025
Q2 		$237K Buy
+9,261
New +$234K ﹤0.01% 1185

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

Concurrent Investment Advisors's SPAB Position: Q2 2026 in Review

Concurrent Investment Advisors increased its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 7.1% in Q2 2026, buying an estimated $463K and bringing the position to 274,050 shares worth $6.99M. The position accounts for 0.06% of the portfolio, ranked #346.

Concurrent Investment Advisors first reported a position in SPAB in Q2 2025 and has held it in 5 quarters since. 536 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

  • Concurrent Investment Advisors held 274,050 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $6.99M as of Q2 2026.
  • Concurrent Investment Advisors bought 18,135 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2026, an estimated $463K.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 0.06% of Concurrent Investment Advisors's portfolio in Q2 2026, its #346 holding.
  • Concurrent Investment Advisors first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • 536 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.