Global Strategic Investment Solutions’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Global Strategic Investment 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	$1.64M	Buy	64,252 +8,288	+15%	+$211K	0.15%	65
2026 Q1	$1.43M	Buy	55,964 +1,421	+3%	+$36.7K	0.14%	66
2025 Q4	$1.4M	Buy	54,543 +726	+1%	+$18.8K	0.14%	68
2025 Q3	$1.39M	Buy	53,817 +11,655	+28%	+$298K	0.14%	68
2025 Q2	$1.08M	Buy	42,162 +401	+1%	+$10.1K	0.12%	74
2025 Q1	$1.07M	Buy	41,761 +265	+0.6%	+$6.69K	0.12%	69
2024 Q4	$1.04M	Buy	41,496 +508	+1%	+$12.9K	0.12%	72
2024 Q3	$1.07M	Buy	40,988 +371	+0.9%	+$9.56K	0.13%	71
2024 Q2	$1.02M	Buy	40,617 +28,375	+232%	+$707K	0.12%	70
2024 Q1	$309K	Buy	12,242 +41	+0.3%	+$1.04K	0.04%	127
2023 Q4	$313K	Buy	12,201 +130	+1%	+$3.2K	0.04%	118
2023 Q3	$294K	Buy	+12,071	New	+$301K	0.04%	120
2022 Q2	–	Sell	-8,000	Closed	-$222K	–	139
2022 Q1	$222K	Hold	8,000	–	–	0.01%	125
2021 Q4	$237K	Hold	8,000	–	–	0.04%	125
2021 Q3	$239K	Hold	8,000	–	–	0.04%	125
2021 Q2	$240K	Hold	8,000	–	–	0.04%	122
2021 Q1	$237K	Hold	8,000	–	–	0.04%	123
2020 Q4	$246K	Hold	8,000	–	–	0.06%	89
2020 Q3	$246K	Hold	8,000	–	–	0.06%	82
2020 Q2	$247K	Hold	8,000	–	–	0.07%	77
2020 Q1	$242K	Hold	8,000	–	–	0.09%	73
2019 Q4	$235K	Buy	+8,000	New	+$236K	0.08%	60

Other funds holding SPAB

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

BAAM

Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

ACM

AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Global Strategic Investment Solutions's SPAB Position: Q2 2026 in Review

Global Strategic Investment Solutions increased its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 15% in Q2 2026, buying an estimated $211K and bringing the position to 64,252 shares worth $1.64M. The position accounts for 0.15% of the portfolio, ranked #65.

Global Strategic Investment Solutions first reported a position in SPAB in Q4 2019 and has held it in 22 quarters since. 342 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

Global Strategic Investment Solutions held 64,252 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $1.64M as of Q2 2026.
Global Strategic Investment Solutions bought 8,288 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2026, an estimated $211K.
State Street SPDR Portfolio Aggregate Bond ETF made up 0.15% of Global Strategic Investment Solutions's portfolio in Q2 2026, its #65 holding.
Global Strategic Investment Solutions first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2019 and has held it in 22 quarters since.
342 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on Global Strategic Investment Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.