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

Diversify Advisory Services’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 Q1	–	Sell	-7,962	Closed	-$205K	–	756
2025 Q4	$205K	Sell	7,962 -511	-6%	-$13.2K	0.01%	875
2025 Q3	$219K	Buy	8,473 +303	+4%	+$7.75K	0.01%	818
2025 Q2	$209K	Buy	8,170 +59	+0.7%	+$1.49K	0.01%	787
2025 Q1	$207K	Buy	+8,111	New	+$205K	0.01%	604
2024 Q4	–	Sell	-8,982	Closed	-$229K	–	681
2024 Q3	$229K	Buy	+8,982	New	+$231K	0.01%	572

Other funds holding SPAB

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return

Cerity Partners

Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $6.83B AUM 12.51% 1-Year Est. Return

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $13B AUM 25.71% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $32.1B AUM 59.58% 1-Year Est. Return