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Global Financial Private Client’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Global Financial Private Client’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
-8,945
Closed -$229K – 237
2025
Q2 		$229K Buy
8,945
+8,367
+1,448% +$212K 0.09% 203
2025
Q1 		$14.8K Hold
578
– – 0.01% 501
2024
Q4 		$14.4K Sell
578
-3,372
-85% -$85.7K 0.01% 481
2024
Q3 		$103K Buy
3,950
+3,372
+583% +$86.9K 0.04% 260
2024
Q2 		$14.5K Hold
578
– – 0.01% 409
2024
Q1 		$14.5K Sell
578
-6,678
-92% -$169K 0.01% 423
2023
Q4 		$186K Buy
7,256
+6,678
+1,155% +$164K 0.09% 179
2023
Q3 		$13.9K Hold
578
– – 0.01% 402
2023
Q2 		$14.6K Sell
578
-622
-52% -$15.9K 0.01% 401
2023
Q1 		$31K Buy
1,200
+1,156
+2,627% +$29.6K 0.02% 332
2022
Q4 		$1.11K Buy
+44
New +$1.1K ﹤0.01% 607
2020
Q3 		– Sell
-6,990
Closed -$215K – 506
2020
Q2 		$215K Sell
6,990
-2,918
-29% -$89.1K 0.19% 100
2020
Q1 		$300K Buy
9,908
+627
+7% +$18.6K 0.32% 72
2019
Q4 		$273K Buy
+9,281
New +$274K 0.23% 96

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 $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
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 $9.13B AUM 34.49% 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 $85.1B AUM 27.35% 1-Year Est. Return

Global Financial Private Client's SPAB Position: Q3 2025 in Review

Global Financial Private Client sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q3 2025, closing a stake of 8,945 shares — an estimated $229K sold.

Global Financial Private Client first reported a position in SPAB in Q4 2019 and held it in 14 quarters. The position peaked at $300K in Q1 2020. 489 funds tracked by Wall St. Rank hold SPAB as of Q3 2025.

  • Global Financial Private Client reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Global Financial Private Client sold 8,945 State Street SPDR Portfolio Aggregate Bond ETF shares in Q3 2025, an estimated $229K.
  • Global Financial Private Client first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2019 and held it in 14 quarters.
  • Global Financial Private Client's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $300K in Q1 2020.
  • 489 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q3 2025.

Based on Global Financial Private Client's 13F filing for Q3 2025, filed 21 Oct 2025.