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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
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

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Continuum Advisory's SPAB Position: Q2 2025 in Review

Continuum Advisory sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q2 2025, closing a stake of 5,017 shares — an estimated $128K sold.

Continuum Advisory first reported a position in SPAB in Q4 2017 and held it in 30 quarters. The position peaked at $9M in Q4 2019. 505 funds tracked by Wall St. Rank hold SPAB as of Q2 2025.

  • Continuum Advisory reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Continuum Advisory sold 5,017 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2025, an estimated $128K.
  • Continuum Advisory first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2017 and held it in 30 quarters.
  • Continuum Advisory's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $9M in Q4 2019.
  • 505 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2025.

Based on Continuum Advisory's 13F filing for Q2 2025, filed 13 Aug 2025.