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Financial Advocates Investment Management’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Financial Advocates Investment Management’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
Q3 		– Sell
-116,592
Closed -$2.98M – 515
2025
Q2 		$2.98M Sell
116,592
-9,777
-8% -$247K 0.24% 94
2025
Q1 		$3.23M Buy
126,369
+43,844
+53% +$1.11M 0.23% 100
2024
Q4 		$2.06M Sell
82,525
-28,374
-26% -$721K 0.12% 175
2024
Q3 		$2.94M Sell
110,899
-255
-0.2% -$6.57K 0.17% 134
2024
Q2 		$2.79M Sell
111,154
-139,860
-56% -$3.49M 0.17% 132
2024
Q1 		$6.35M Sell
251,014
-3,131
-1% -$79.2K 0.37% 64
2023
Q4 		$6.56M Buy
254,145
+22,420
+10% +$552K 0.43% 57
2023
Q3 		$5.68M Buy
231,725
+16,364
+8% +$408K 0.41% 61
2023
Q2 		$5.46M Buy
215,361
+11,361
+6% +$291K 0.39% 63
2023
Q1 		$5.26M Buy
204,000
+13,356
+7% +$342K 0.38% 61
2022
Q4 		$4.79M Sell
190,644
-244,381
-56% -$6.12M 0.36% 70
2022
Q3 		$10.9M Buy
435,025
+182,366
+72% +$4.78M 0.9% 14
2022
Q2 		$6.66M Sell
252,659
-7,306
-3% -$195K 0.54% 34
2022
Q1 		$7.22M Sell
259,965
-173,480
-40% -$4.96M 0.48% 43
2021
Q4 		$12.8M Buy
433,445
+109,875
+34% +$3.27M 0.81% 16
2021
Q3 		$9.66M Sell
323,570
-31,989
-9% -$964K 0.65% 24
2021
Q2 		$10.7M Sell
355,559
-19,519
-5% -$582K 0.71% 22
2021
Q1 		$11.1M Sell
375,078
-74,956
-17% -$2.26M 0.79% 21
2020
Q4 		$14.2M Buy
450,034
+53,656
+14% +$1.65M 0.97% 14
2020
Q3 		$12.2M Buy
396,378
+202,788
+105% +$6.28M 1.04% 17
2020
Q2 		$6.04M Buy
193,590
+138,752
+253% +$4.24M 0.57% 33
2020
Q1 		$1.66M Buy
54,838
+47,351
+632% +$1.41M 0.24% 116
2019
Q4 		$220K Buy
+7,487
New +$221K 0.02% 463
2018
Q2 		– Sell
-8,390
Closed -$236K – 507
2018
Q1 		$236K Buy
+8,390
New +$237K 0.03% 419

Other funds holding SPAB

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
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Financial Advocates Investment Management's SPAB Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q3 2025, closing a stake of 116,592 shares — an estimated $2.98M sold.

Financial Advocates Investment Management first reported a position in SPAB in Q1 2018 and held it in 24 quarters. The position peaked at $14.2M in Q4 2020. 488 funds tracked by Wall St. Rank hold SPAB as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 116,592 State Street SPDR Portfolio Aggregate Bond ETF shares in Q3 2025, an estimated $2.98M.
  • Financial Advocates Investment Management first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q1 2018 and held it in 24 quarters.
  • Financial Advocates Investment Management's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $14.2M in Q4 2020.
  • 488 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.