Continuum Advisory’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Continuum Advisory’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	$118K	Buy	+4,634	New	+$118K	0.01%	604
2025 Q2	–	Sell	-5,017	Closed	-$128K	–	1395
2025 Q1	$128K	Sell	5,017 -258	-5%	-$6.51K	0.02%	479
2024 Q4	$132K	Hold	5,275	–	–	0.02%	471
2024 Q3	$133K	Sell	5,275 -12	-0.2%	-$309	0.02%	466
2024 Q2	$133K	Hold	5,287	–	–	0.02%	442
2024 Q1	$132K	Sell	5,287 -13,866	-72%	-$351K	0.02%	440
2023 Q4	$491K	Buy	19,153 +4,132	+28%	+$102K	0.07%	285
2023 Q3	$366K	Sell	15,021 -2,188	-13%	-$54.5K	0.06%	326
2023 Q2	$437K	Sell	17,209 -5,730	-25%	-$147K	0.07%	304
2023 Q1	$592K	Sell	22,939 -24,160	-51%	-$618K	0.1%	236
2022 Q4	$1.18M	Sell	47,099 -15,186	-24%	-$380K	0.21%	135
2022 Q3	$1.55M	Buy	62,285 +18,855	+43%	+$494K	0.27%	89
2022 Q2	$1.14M	Sell	43,430 -573	-1%	-$15.3K	0.21%	132
2022 Q1	$1.17M	Buy	44,003 +1,979	+5%	+$56.5K	0.22%	116
2021 Q4	$1.25M	Sell	42,024 -717	-2%	-$21.3K	0.28%	88
2021 Q3	$1.28M	Sell	42,741 -2,876	-6%	-$86.7K	0.34%	75
2021 Q2	$1.37M	Sell	45,617 -4,597	-9%	-$137K	0.43%	60
2021 Q1	$1.5M	Sell	50,214 -15,191	-23%	-$458K	0.63%	47
2020 Q4	$2.01M	Sell	65,405 -301	-0.5%	-$9.24K	0.92%	31
2020 Q3	$2.02M	Sell	65,706 -4,541	-6%	-$141K	1.11%	25
2020 Q2	$2.16M	Sell	70,247 -88,515	-56%	-$2.7M	1.36%	19
2020 Q1	$4.8M	Sell	158,762 -147,510	-48%	-$4.38M	3.23%	7
2019 Q4	$9M	Buy	306,272 +28,691	+10%	+$846K	5.23%	1
2019 Q3	$8.21M	Buy	277,581 +27,569	+11%	+$811K	5.5%	1
2019 Q2	$7.27M	Buy	250,012 +39,317	+19%	+$1.13M	4.99%	1
2019 Q1	$5.97M	Buy	210,695 +25,933	+14%	+$728K	4.47%	4
2018 Q4	$5.15M	Sell	184,762 -572	-0.3%	-$15.7K	3.78%	4
2018 Q3	$5.12M	Buy	185,334 +29,542	+19%	+$822K	3.4%	4
2018 Q2	$4.34M	Buy	155,792 +58,236	+60%	+$1.62M	3.18%	6
2018 Q1	$2.75M	Buy	97,556 +82,990	+570%	+$2.34M	2.3%	10
2017 Q4	$419K	Buy	+14,566	New	+$419K	0.32%	87

Other funds holding SPAB

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

Continuum Advisory's SPAB Position: Q2 2026 in Review

Continuum Advisory opened a new position in State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q2 2026: 4,634 shares worth $118K. The stake represents 0.01% of the portfolio and ranks #604 among its holdings. This is a return to the name: Continuum Advisory previously reported a position in SPAB as recently as Q1 2025.

Continuum Advisory first reported a position in SPAB in Q4 2017 and has held it in 31 quarters since. The position peaked at $9M in Q4 2019. 539 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

Continuum Advisory held 4,634 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $118K as of Q2 2026.
State Street SPDR Portfolio Aggregate Bond ETF was a new Continuum Advisory position in Q2 2026.
State Street SPDR Portfolio Aggregate Bond ETF made up 0.01% of Continuum Advisory's portfolio in Q2 2026, its #604 holding.
Continuum Advisory first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2017 and has held it in 31 quarters since.
Continuum Advisory's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $9M in Q4 2019.
539 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.