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Eldridge Investment Advisors’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Eldridge Investment Advisors’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 		$4.68M Sell
183,367
-75,019
-29% -$1.94M 1.03% 26
2025
Q4 		$6.65M Buy
258,386
+28,115
+12% +$728K 1.47% 20
2025
Q3 		$5.95M Sell
230,271
-59,675
-21% -$1.53M 1.36% 23
2025
Q2 		$7.4M Sell
289,946
-17,226
-6% -$435K 1.55% 20
2025
Q1 		$7.82M Sell
307,172
-31,005
-9% -$782K 1.8% 13
2024
Q4 		$8.45M Sell
338,177
-1,869
-0.5% -$47.5K 1.97% 9
2024
Q3 		$8.86M Sell
340,046
-310
-0.1% -$7.99K 2.08% 10
2024
Q2 		$8.54M Sell
340,356
-23,915
-7% -$596K 2.15% 10
2024
Q1 		$9.21M Sell
364,271
-91,025
-20% -$2.3M 2.36% 9
2023
Q4 		$11.7M Buy
455,296
+183,006
+67% +$4.5M 3.06% 7
2023
Q3 		$6.61M Sell
272,290
-46,082
-14% -$1.15M 2.19% 13
2023
Q2 		$8.08M Sell
318,372
-32,272
-9% -$826K 2.64% 7
2023
Q1 		$9.04M Buy
350,644
+29,889
+9% +$765K 3.13% 7
2022
Q4 		$8.06M Buy
320,755
+54,296
+20% +$1.36M 2.82% 7
2022
Q3 		$6.65M Buy
266,459
+108,042
+68% +$2.83M 2.58% 7
2022
Q2 		$4.17M Buy
158,417
+16,128
+11% +$430K 1.57% 15
2022
Q1 		$3.95M Sell
142,289
-67,154
-32% -$1.92M 1.34% 15
2021
Q4 		$6.2M Buy
+209,443
New +$6.23M 2.05% 11

Other funds holding SPAB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 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 $8.92B AUM 25.62% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Eldridge Investment Advisors's SPAB Position: Q1 2026 in Review

Eldridge Investment Advisors reduced its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 29% in Q1 2026, selling an estimated $1.94M and leaving 183,367 shares worth $4.68M. The position accounts for 1.03% of the portfolio, ranked #26.

Eldridge Investment Advisors first reported a position in SPAB in Q4 2021 and has held it in 18 quarters since. The position peaked at $11.7M in Q4 2023. 544 funds tracked by Wall St. Rank hold SPAB as of Q1 2026.

  • Eldridge Investment Advisors held 183,367 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $4.68M as of Q1 2026.
  • Eldridge Investment Advisors sold 75,019 State Street SPDR Portfolio Aggregate Bond ETF shares in Q1 2026, an estimated $1.94M.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 1.03% of Eldridge Investment Advisors's portfolio in Q1 2026, its #26 holding.
  • Eldridge Investment Advisors first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2021 and has held it in 18 quarters since.
  • Eldridge Investment Advisors's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $11.7M in Q4 2023.
  • 544 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q1 2026.

Based on Eldridge Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.