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

Foundations 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 		$286K Sell
11,155
-1,330
-11% -$34.3K ﹤0.01% 929
2025
Q4 		$321K Sell
12,485
-832
-6% -$21.5K ﹤0.01% 866
2025
Q3 		$344K Sell
13,317
-187,775
-93% -$4.81M 0.01% 785
2025
Q2 		$5.15M Buy
201,092
+981
+0.5% +$24.8K 0.08% 192
2025
Q1 		$5.11M Buy
200,111
+37,012
+23% +$934K 0.09% 201
2024
Q4 		$4.08M Buy
163,099
+35,781
+28% +$910K 0.08% 208
2024
Q3 		$3.33M Sell
127,318
-15,941
-11% -$411K 0.07% 214
2024
Q2 		$3.59M Sell
143,259
-6,736
-4% -$168K 0.09% 181
2024
Q1 		$3.79M Buy
149,995
+14,869
+11% +$376K 0.1% 163
2023
Q4 		$3.47M Buy
135,126
+81
+0.1% +$1.99K 0.09% 165
2023
Q3 		$3.29M Buy
135,045
+10,851
+9% +$270K 0.1% 157
2023
Q2 		$3.15M Buy
124,194
+28,010
+29% +$717K 0.1% 140
2023
Q1 		$2.48M Buy
96,184
+27,717
+40% +$709K 0.09% 142
2022
Q4 		$1.72M Buy
68,467
+23,965
+54% +$600K 0.07% 152
2022
Q3 		$1.11M Buy
44,502
+4,063
+10% +$107K 0.05% 161
2022
Q2 		$1.07M Buy
40,439
+1,915
+5% +$51K 0.04% 138
2022
Q1 		$1.04M Buy
38,524
+3,846
+11% +$110K 0.04% 123
2021
Q4 		$1.01M Buy
34,678
+3,239
+10% +$96.3K 0.04% 124
2021
Q3 		$937K Sell
31,439
-46
-0.1% -$1.39K 0.04% 118
2021
Q2 		$948K Buy
31,485
+7,287
+30% +$217K 0.05% 105
2021
Q1 		$719K Buy
24,198
+3,184
+15% +$96K 0.04% 106
2020
Q4 		$642K Buy
21,014
+172
+0.8% +$5.28K 0.04% 101
2020
Q3 		$641K Buy
20,842
+1,751
+9% +$54.2K 0.14% 93
2020
Q2 		$589K Buy
19,091
+1,583
+9% +$48.4K 0.05% 97
2020
Q1 		$529K Buy
17,508
+2,696
+18% +$80.1K 0.06% 68
2019
Q4 		$437K Buy
14,812
+3,333
+29% +$98.2K 0.05% 98
2019
Q3 		$341K Buy
+11,479
New +$338K 0.04% 101
2019
Q1 		– Sell
-8,282
Closed -$232K – 118
2018
Q4 		$232K Buy
+8,282
New +$228K 0.05% 88

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 $6.46B AUM 18.45% 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 $14.1B AUM 25.71% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

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

Foundations Investment Advisors reduced its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 11% in Q1 2026, selling an estimated $34.3K and leaving 11,155 shares worth $286K. The position accounts for ﹤0.01% of the portfolio, ranked #929.

Foundations Investment Advisors first reported a position in SPAB in Q4 2018 and has held it in 28 quarters since. The position peaked at $5.15M in Q2 2025. 543 funds tracked by Wall St. Rank hold SPAB as of Q1 2026.

  • Foundations Investment Advisors held 11,155 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $286K as of Q1 2026.
  • Foundations Investment Advisors sold 1,330 State Street SPDR Portfolio Aggregate Bond ETF shares in Q1 2026, an estimated $34.3K.
  • State Street SPDR Portfolio Aggregate Bond ETF made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q1 2026, its #929 holding.
  • Foundations Investment Advisors first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2018 and has held it in 28 quarters since.
  • Foundations Investment Advisors's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $5.15M in Q2 2025.
  • 543 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q1 2026.

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