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

Csenge Advisory 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
2025
Q3 		– Sell
-14,277
Closed -$361K – 761
2025
Q2 		$361K Buy
14,277
+433
+3% +$10.9K 0.02% 506
2025
Q1 		$350K Buy
13,844
+4,730
+52% +$119K 0.02% 492
2024
Q4 		$228K Sell
9,114
-4,653
-34% -$118K 0.01% 625
2024
Q3 		$354K Buy
13,767
+4,912
+55% +$127K 0.02% 520
2024
Q2 		$222K Sell
8,855
-1,791
-17% -$44.6K 0.01% 595
2024
Q1 		$269K Sell
10,646
-630
-6% -$15.9K 0.02% 581
2023
Q4 		$289K Buy
+11,276
New +$277K 0.02% 530
2023
Q3 		– Sell
-8,147
Closed -$207K – 692
2023
Q2 		$207K Sell
8,147
-5,328
-40% -$136K 0.01% 602
2023
Q1 		$348K Sell
13,475
-7,969
-37% -$204K 0.03% 434
2022
Q4 		$539K Buy
21,444
+7,416
+53% +$186K 0.04% 330
2022
Q3 		$350K Buy
14,028
+2,769
+25% +$72.6K 0.03% 422
2022
Q2 		$297K Buy
+11,259
New +$300K 0.02% 454
2021
Q2 		– Sell
-97,318
Closed -$2.89M – 581
2021
Q1 		$2.89M Buy
97,318
+17,121
+21% +$516K 0.3% 67
2020
Q4 		$2.47M Buy
+80,197
New +$2.46M 0.29% 64
2019
Q4 		– Sell
-9,158
Closed -$272K – 310
2019
Q3 		$272K Buy
+9,158
New +$269K 0.07% 219

Other funds holding SPAB

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Csenge Advisory Group's SPAB Position: Q3 2025 in Review

Csenge Advisory Group sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q3 2025, closing a stake of 14,277 shares — an estimated $361K sold.

Csenge Advisory Group first reported a position in SPAB in Q3 2019 and held it in 15 quarters. The position peaked at $2.89M in Q1 2021. 489 funds tracked by Wall St. Rank hold SPAB as of Q3 2025.

  • Csenge Advisory Group reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Csenge Advisory Group sold 14,277 State Street SPDR Portfolio Aggregate Bond ETF shares in Q3 2025, an estimated $361K.
  • Csenge Advisory Group first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q3 2019 and held it in 15 quarters.
  • Csenge Advisory Group's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $2.89M in Q1 2021.
  • 489 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q3 2025.

Based on Csenge Advisory Group's 13F filing for Q3 2025, filed 28 Oct 2025.