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Crestwood Advisors Group’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Crestwood Advisors 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 		$7.51M Sell
294,425
-4,375
-1% -$112K 0.11% 126
2026
Q1 		$7.66M Sell
298,800
-9,853
-3% -$254K 0.13% 121
2025
Q4 		$7.95M Sell
308,653
-12,996
-4% -$336K 0.13% 116
2025
Q3 		$8.31M Sell
321,649
-15,768
-5% -$404K 0.14% 114
2025
Q2 		$8.64M Sell
337,417
-19,206
-5% -$486K 0.15% 114
2025
Q1 		$9.11M Sell
356,623
-59,865
-14% -$1.51M 0.17% 103
2024
Q4 		$10.4M Buy
416,488
+180,793
+77% +$4.6M 0.2% 94
2024
Q3 		$6.16M Sell
235,695
-7,061
-3% -$182K 0.12% 116
2024
Q2 		$6.09M Sell
242,756
-8,042
-3% -$200K 0.13% 112
2024
Q1 		$6.34M Sell
250,798
-30,799
-11% -$779K 0.14% 110
2023
Q4 		$7.22M Buy
+281,597
New +$6.93M 0.17% 100

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

Crestwood Advisors Group's SPAB Position: Q2 2026 in Review

Crestwood Advisors Group reduced its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 1.5% in Q2 2026, selling an estimated $112K and leaving 294,425 shares worth $7.51M. The position accounts for 0.11% of the portfolio, ranked #126.

Crestwood Advisors Group first reported a position in SPAB in Q4 2023 and has held it in 11 quarters since. The position peaked at $10.4M in Q4 2024. 539 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

  • Crestwood Advisors Group held 294,425 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $7.51M as of Q2 2026.
  • Crestwood Advisors Group sold 4,375 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2026, an estimated $112K.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 0.11% of Crestwood Advisors Group's portfolio in Q2 2026, its #126 holding.
  • Crestwood Advisors Group first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Crestwood Advisors Group's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $10.4M in Q4 2024.
  • 539 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.