Envestnet Portfolio Solutions
SPAB icon

Envestnet Portfolio Solutions’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Envestnet Portfolio Solutions’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 		$1.67M Sell
65,346
-236,170
-78% -$6.02M 0.01% 544
2026
Q1 		$7.72M Buy
301,516
+128,783
+75% +$3.32M 0.04% 224
2025
Q4 		$4.45M Buy
172,733
+133,257
+338% +$3.45M 0.02% 381
2025
Q3 		$1.02M Sell
39,476
-1,396,949
-97% -$35.8M ﹤0.01% 731
2025
Q2 		$36.8M Buy
1,436,425
+595,173
+71% +$15M 0.14% 82
2025
Q1 		$21.5M Sell
841,252
-5,256
-0.6% -$133K 0.08% 116
2024
Q4 		$21.2M Sell
846,508
-511,126
-38% -$13M 0.07% 131
2024
Q3 		$35.5M Buy
1,357,634
+660,693
+95% +$17M 0.12% 95
2024
Q2 		$17.5M Buy
696,941
+4,518
+0.7% +$113K 0.06% 159
2024
Q1 		$17.5M Sell
692,423
-250,512
-27% -$6.33M 0.07% 151
2023
Q4 		$24.2M Buy
942,935
+321,071
+52% +$7.9M 0.1% 108
2023
Q3 		$15.1M Buy
+621,864
New +$15.5M 0.07% 135

Other funds holding SPAB

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Envestnet Asset Management
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

Envestnet Portfolio Solutions's SPAB Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 78% in Q2 2026, selling an estimated $6.02M and leaving 65,346 shares worth $1.67M. The position accounts for 0.01% of the portfolio, ranked #544.

Envestnet Portfolio Solutions first reported a position in SPAB in Q3 2023 and has held it in 12 quarters since. The position peaked at $36.8M in Q2 2025. 536 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

  • Envestnet Portfolio Solutions held 65,346 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $1.67M as of Q2 2026.
  • Envestnet Portfolio Solutions sold 236,170 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2026, an estimated $6.02M.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #544 holding.
  • Envestnet Portfolio Solutions first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q3 2023 and has held it in 12 quarters since.
  • Envestnet Portfolio Solutions's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $36.8M in Q2 2025.
  • 536 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.