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 Q2	$850K	Buy	+33,751	New	+$861K	0.01%	694
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 $445B AUM 25.58% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

Diversify Advisory Services's SPAB Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q2 2026: 33,751 shares worth $850K. The stake represents 0.01% of the portfolio and ranks #694 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in SPAB as recently as Q4 2025.

Diversify Advisory Services first reported a position in SPAB in Q3 2024 and has held it in 6 quarters since. 536 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

Diversify Advisory Services held 33,751 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $850K as of Q2 2026.
State Street SPDR Portfolio Aggregate Bond ETF was a new Diversify Advisory Services position in Q2 2026.
State Street SPDR Portfolio Aggregate Bond ETF made up 0.01% of Diversify Advisory Services's portfolio in Q2 2026, its #694 holding.
Diversify Advisory Services first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q3 2024 and has held it in 6 quarters since.
536 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.