Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
CAG
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
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Carson Wealth (CWM LLC)
Omaha, Nebraska
$38B AUM
19.66%
1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis, Minnesota
$6.83B AUM
12.51%
1-Year Est. Return
Cerity Partners
New York
$70.5B AUM
21.68%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
RIG
RiverFront Investment Group
Richmond, Virginia
$6.46B AUM
18.45%
1-Year Est. Return
HI
Horizon Investments
Charlotte, North Carolina
$8.92B AUM
25.62%
1-Year Est. Return
ETC
Exchange Traded Concepts
Oklahoma City, Oklahoma
$13B AUM
25.71%
1-Year Est. Return
Osaic Holdings
Scottsdale, Arizona
$68.3B AUM
20.5%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close