Empower Advisory Group’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Empower 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
2026 Q2	$4.01M	Buy	156,938 +53,141	+51%	+$1.36M	0.01%	195
2026 Q1	$2.66M	Buy	103,797 +4,694	+5%	+$121K	0.01%	200
2025 Q4	$2.55M	Buy	99,103 +37,472	+61%	+$970K	0.01%	204
2025 Q3	$1.59M	Sell	61,631 -55,761	-47%	-$1.43M	﹤0.01%	219
2025 Q2	$3.01M	Buy	117,392 +60,010	+105%	+$1.52M	0.01%	195
2025 Q1	$1.47M	Buy	+57,382	New	+$1.45M	﹤0.01%	214

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

Empower Advisory Group's SPAB Position: Q2 2026 in Review

Empower Advisory Group increased its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 51% in Q2 2026, buying an estimated $1.36M and bringing the position to 156,938 shares worth $4.01M. The position accounts for 0.01% of the portfolio, ranked #195.

Empower Advisory Group first reported a position in SPAB in Q1 2025 and has held it in 6 quarters since. 536 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

Empower Advisory Group held 156,938 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $4.01M as of Q2 2026.
Empower Advisory Group bought 53,141 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2026, an estimated $1.36M.
State Street SPDR Portfolio Aggregate Bond ETF made up 0.01% of Empower Advisory Group's portfolio in Q2 2026, its #195 holding.
Empower Advisory Group first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q1 2025 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 Empower Advisory Group's 13F filing for Q2 2026, filed 12 Aug 2026.