GIM
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Goelzer Investment Management’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Goelzer Investment Management’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
-7,918
Closed -$203K – 252
2025
Q2 		$203K Buy
+7,918
New +$200K 0.01% 242

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 22.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Goelzer Investment Management's SPAB Position: Q3 2025 in Review

Goelzer Investment Management sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q3 2025, closing a stake of 7,918 shares — an estimated $203K sold.

Goelzer Investment Management first reported a position in SPAB in Q2 2025 and held it in 1 quarter. The position peaked at $203K in Q2 2025. 490 funds tracked by Wall St. Rank hold SPAB as of Q3 2025.

  • Goelzer Investment Management reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Goelzer Investment Management sold 7,918 State Street SPDR Portfolio Aggregate Bond ETF shares in Q3 2025, an estimated $203K.
  • Goelzer Investment Management first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q2 2025 and held it in 1 quarter.
  • Goelzer Investment Management's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $203K in Q2 2025.
  • 490 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q3 2025.

Based on Goelzer Investment Management's 13F filing for Q3 2025, filed 14 Oct 2025.