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Gladstone Institutional Advisory’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Gladstone Institutional Advisory’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 		$213K Buy
8,330
+6
+0.1% +$153 0.01% 853
2026
Q1 		$213K Sell
8,324
-2,810
-25% -$72.5K 0.01% 787
2025
Q4 		$287K Sell
11,134
-3,878
-26% -$100K 0.01% 649
2025
Q3 		$388K Sell
15,012
-1,713
-10% -$43.8K 0.01% 586
2025
Q2 		$428K Buy
16,725
+1,100
+7% +$27.8K 0.02% 538
2025
Q1 		$399K Sell
15,625
-1,873
-11% -$47.3K 0.02% 525
2024
Q4 		$437K Sell
17,498
-1,396
-7% -$35.5K 0.02% 497
2024
Q3 		$494K Sell
18,894
-1,562
-8% -$40.2K 0.02% 451
2024
Q2 		$513K Sell
20,456
-922
-4% -$23K 0.03% 417
2024
Q1 		$540K Sell
21,378
-3,868
-15% -$97.8K 0.03% 398
2023
Q4 		$647K Buy
25,246
+3,258
+15% +$80.1K 0.04% 363
2023
Q3 		$535K Sell
21,988
-786
-3% -$19.6K 0.03% 374
2023
Q2 		$578K Sell
22,774
-2,337
-9% -$59.8K 0.04% 376
2023
Q1 		$648K Sell
25,111
-820
-3% -$21K 0.04% 357
2022
Q4 		$652K Buy
25,931
+3,660
+16% +$91.7K 0.05% 349
2022
Q3 		$556K Buy
22,271
+244
+1% +$6.4K 0.04% 372
2022
Q2 		$580K Sell
22,027
-4,177
-16% -$111K 0.05% 380
2022
Q1 		$728K Buy
+26,204
New +$749K 0.05% 354

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

Gladstone Institutional Advisory's SPAB Position: Q2 2026 in Review

Gladstone Institutional Advisory increased its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 0.07% in Q2 2026, buying an estimated $153 and bringing the position to 8,330 shares worth $213K. The position accounts for 0.01% of the portfolio, ranked #853.

Gladstone Institutional Advisory first reported a position in SPAB in Q1 2022 and has held it in 18 quarters since. The position peaked at $728K in Q1 2022. 541 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

  • Gladstone Institutional Advisory held 8,330 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $213K as of Q2 2026.
  • Gladstone Institutional Advisory bought 6 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2026, an estimated $153.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 0.01% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #853 holding.
  • Gladstone Institutional Advisory first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q1 2022 and has held it in 18 quarters since.
  • Gladstone Institutional Advisory's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $728K in Q1 2022.
  • 541 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.