HBW Advisory Services’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

HBW Advisory Services’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	$5.61M	Buy	219,883 +3,117	+1%	+$79.5K	0.51%	41
2026 Q1	$5.55M	Buy	216,766 +2,625	+1%	+$67.7K	0.59%	35
2025 Q4	$5.51M	Sell	214,141 -6,248	-3%	-$162K	0.6%	34
2025 Q3	$5.7M	Buy	220,389 +18,749	+9%	+$480K	0.64%	30
2025 Q2	$5.16M	Buy	201,640 +23,036	+13%	+$582K	0.64%	28
2025 Q1	$4.56M	Buy	178,604 +2,763	+2%	+$69.7K	0.65%	28
2024 Q4	$4.39M	Buy	175,841 +11,868	+7%	+$302K	0.45%	31
2024 Q3	$4.29M	Buy	163,973 +3,011	+2%	+$77.6K	0.63%	30
2024 Q2	$4.04M	Buy	160,962 +10,551	+7%	+$263K	0.67%	33
2024 Q1	$3.86M	Hold	150,411	–	–	0.72%	34
2023 Q4	$3.86M	Buy	150,411 +1,555	+1%	+$38.3K	0.72%	34
2023 Q3	$3.62M	Buy	148,856 +19,289	+15%	+$481K	0.76%	30
2023 Q2	$3.29M	Buy	129,567 +9,039	+7%	+$231K	0.71%	37
2023 Q1	$3.11M	Buy	120,528 +2,672	+2%	+$68.4K	0.77%	37
2022 Q4	$2.96M	Buy	117,856 +5,467	+5%	+$137K	0.78%	35
2022 Q3	$2.8M	Sell	112,389 -1,076	-0.9%	-$28.2K	0.78%	44
2022 Q2	$2.99M	Buy	113,465 +5,546	+5%	+$148K	0.77%	46
2022 Q1	$3M	Sell	107,919 -875	-0.8%	-$25K	1.05%	18
2021 Q4	$3.22M	Buy	108,794 +8,993	+9%	+$267K	0.75%	43
2021 Q3	$2.98M	Buy	99,801 +5,301	+6%	+$160K	0.77%	45
2021 Q2	$2.84M	Sell	94,500 -775	-0.8%	-$23.1K	0.75%	44
2021 Q1	$2.83M	Buy	95,275 +7,088	+8%	+$214K	0.75%	49
2020 Q4	$2.71M	Buy	88,187 +354	+0.4%	+$10.9K	0.83%	45
2020 Q3	$2.71M	Buy	87,833 +8,007	+10%	+$248K	1.11%	33
2020 Q2	$2.46M	Buy	79,826 +3,835	+5%	+$117K	1.14%	23
2020 Q1	$2.29M	Sell	75,991 -4,360	-5%	-$130K	1.66%	16
2019 Q4	$2.37M	Buy	80,351 +3,809	+5%	+$112K	1.38%	26
2019 Q3	$2.28M	Buy	+76,542	New	+$2.25M	2.18%	12

Other funds holding SPAB

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

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

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

HBW Advisory Services's SPAB Position: Q2 2026 in Review

HBW Advisory Services increased its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 1.4% in Q2 2026, buying an estimated $79.5K and bringing the position to 219,883 shares worth $5.61M. The position accounts for 0.51% of the portfolio, ranked #41.

HBW Advisory Services first reported a position in SPAB in Q3 2019 and has held it in 28 quarters since. The position peaked at $5.7M in Q3 2025. 543 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

HBW Advisory Services held 219,883 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $5.61M as of Q2 2026.
HBW Advisory Services bought 3,117 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2026, an estimated $79.5K.
State Street SPDR Portfolio Aggregate Bond ETF made up 0.51% of HBW Advisory Services's portfolio in Q2 2026, its #41 holding.
HBW Advisory Services first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q3 2019 and has held it in 28 quarters since.
HBW Advisory Services's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $5.7M in Q3 2025.
543 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on HBW Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.