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GM Advisory Group’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

GM Advisory Group’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 		$47.7M Buy
1,861,558
+77,988
+4% +$2.01M 1.84% 12
2025
Q4 		$45.9M Buy
1,783,570
+94,247
+6% +$2.44M 1.8% 13
2025
Q3 		$43.7M Buy
1,689,323
+39,763
+2% +$1.02M 1.86% 12
2025
Q2 		$42.2M Buy
1,649,560
+16,662
+1% +$421K 2.09% 12
2025
Q1 		$41.7M Buy
1,632,898
+148,735
+10% +$3.75M 2.25% 12
2024
Q4 		$37.1M Buy
1,484,163
+89,715
+6% +$2.28M 2.05% 11
2024
Q3 		$36.5M Buy
1,394,448
+148,212
+12% +$3.82M 2.18% 11
2024
Q2 		$31.3M Sell
1,246,236
-2,337
-0.2% -$58.2K 2.02% 14
2024
Q1 		$31.6M Buy
1,248,573
+173,444
+16% +$4.38M 2.21% 12
2023
Q4 		$27.6M Sell
1,075,129
-1,996,322
-65% -$49.1M 2.08% 13
2023
Q3 		$74.8M Buy
3,071,451
+614,888
+25% +$15.3M 6.11% 5
2023
Q2 		$62.3M Buy
2,456,563
+271,108
+12% +$6.94M 5.16% 6
2023
Q1 		$56.4M Buy
2,185,455
+366,568
+20% +$9.38M 5.13% 7
2022
Q4 		$45.7M Buy
1,818,887
+1,403,779
+338% +$35.2M 4.88% 7
2022
Q3 		$10.4M Buy
415,108
+32,618
+9% +$855K 1.3% 15
2022
Q2 		$10.1M Buy
382,490
+313,160
+452% +$8.34M 1.57% 16
2022
Q1 		$1.93M Buy
+69,330
New +$1.98M 0.23% 62
2017
Q1 		– Sell
-118,248
Closed -$3.37M – 119
2016
Q4 		$3.37M Sell
118,248
-3,896
-3% -$113K 1.18% 21
2016
Q3 		$3.62M Sell
122,144
-6,126
-5% -$182K 1.35% 23
2016
Q2 		$3.81M Buy
128,270
+7,182
+6% +$211K 1.43% 22
2016
Q1 		$3.55M Sell
121,088
-23,752
-16% -$687K 1.53% 18
2015
Q4 		$4.13M Sell
144,840
-122,830
-46% -$3.53M 2.08% 13
2015
Q3 		$7.74M Sell
267,670
-190,824
-42% -$5.49M 4% 11
2015
Q2 		$13.2M Buy
458,494
+82,034
+22% +$2.38M 5.19% 10
2015
Q1 		$11.1M Buy
+376,460
New +$11.1M 4.49% 9

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
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 $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
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
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

GM Advisory Group's SPAB Position: Q1 2026 in Review

GM Advisory Group increased its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 4.4% in Q1 2026, buying an estimated $2.01M and bringing the position to 1,861,558 shares worth $47.7M. The position accounts for 1.84% of the portfolio, ranked #12.

GM Advisory Group first reported a position in SPAB in Q1 2015 and has held it in 25 quarters since. The position peaked at $74.8M in Q3 2023. 546 funds tracked by Wall St. Rank hold SPAB as of Q1 2026.

  • GM Advisory Group held 1,861,558 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $47.7M as of Q1 2026.
  • GM Advisory Group bought 77,988 State Street SPDR Portfolio Aggregate Bond ETF shares in Q1 2026, an estimated $2.01M.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 1.84% of GM Advisory Group's portfolio in Q1 2026, its #12 holding.
  • GM Advisory Group first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q1 2015 and has held it in 25 quarters since.
  • GM Advisory Group's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $74.8M in Q3 2023.
  • 546 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q1 2026.

Based on GM Advisory Group's 13F filing for Q1 2026, filed 28 Apr 2026.