EFG
SPAB icon

Elios Financial Group’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Elios Financial 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
Q2 		$1.58M Buy
61,692
+1,145
+2% +$28.9K 0.72% 35
2025
Q1 		$1.55M Buy
60,547
+206
+0.3% +$5.2K 0.76% 32
2024
Q4 		$1.51M Buy
60,341
+595
+1% +$15.1K 0.71% 34
2024
Q3 		$1.56M Buy
+59,746
New +$1.54M 0.72% 34

Other funds holding SPAB

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Elios Financial Group's SPAB Position: Q2 2025 in Review

Elios Financial Group increased its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 1.9% in Q2 2025, buying an estimated $28.9K and bringing the position to 61,692 shares worth $1.58M. The position accounts for 0.72% of the portfolio, ranked #35.

Elios Financial Group first reported a position in SPAB in Q3 2024 and has held it in 4 quarters since. 506 funds tracked by Wall St. Rank hold SPAB as of Q2 2025.

  • Elios Financial Group held 61,692 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $1.58M as of Q2 2025.
  • Elios Financial Group bought 1,145 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2025, an estimated $28.9K.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 0.72% of Elios Financial Group's portfolio in Q2 2025, its #35 holding.
  • Elios Financial Group first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q3 2024 and has held it in 4 quarters since.
  • 506 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2025.

Based on Elios Financial Group's 13F filing for Q2 2025, filed 13 Aug 2025.