HighTower Advisors’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

HighTower Advisors’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	$10.6M	Buy	414,682 +55,662	+16%	+$1.44M	0.01%	859
2025 Q4	$9.24M	Buy	359,020 +40,411	+13%	+$1.05M	0.01%	896
2025 Q3	$8.24M	Sell	318,609 -155,368	-33%	-$3.98M	0.01%	929
2025 Q2	$12.1M	Buy	473,977 +82,114	+21%	+$2.08M	0.02%	732
2025 Q1	$10M	Sell	391,863 -482,950	-55%	-$12.2M	0.01%	763
2024 Q4	$21.9M	Buy	874,813 +440,089	+101%	+$11.2M	0.03%	500
2024 Q3	$11.4M	Buy	434,724 +83,182	+24%	+$2.14M	0.02%	706
2024 Q2	$8.83M	Sell	351,542 -8,377	-2%	-$209K	0.01%	771
2024 Q1	$9.1M	Sell	359,919 -1,272,980	-78%	-$32.2M	0.01%	731
2023 Q4	$41.9M	Buy	1,632,899 +1,269,209	+349%	+$31.2M	0.07%	278
2023 Q3	$8.85M	Sell	363,690 -1,388	-0.4%	-$34.6K	0.02%	711
2023 Q2	$9.27M	Sell	365,078 -37,297	-9%	-$954K	0.02%	672
2023 Q1	$10.4M	Sell	402,375 -103,360	-20%	-$2.64M	0.02%	617
2022 Q4	$12.7M	Sell	505,735 -123,613	-20%	-$3.1M	0.03%	529
2022 Q3	$15.7M	Sell	629,348 -37,699	-6%	-$988K	0.04%	408
2022 Q2	$17.6M	Sell	667,047 -42,383	-6%	-$1.13M	0.05%	378
2022 Q1	$19.7M	Buy	709,430 +30,492	+4%	+$871K	0.04%	383
2021 Q4	$20.1M	Buy	678,938 +663,693	+4,354%	+$19.7M	0.04%	380
2021 Q3	$455K	Buy	15,245 +1,313	+9%	+$39.6K	﹤0.01%	2112
2021 Q2	$418K	Buy	+13,932	New	+$416K	﹤0.01%	2159
2021 Q1	–	Sell	-13,536	Closed	-$417K	–	3247
2020 Q4	$417K	Buy	13,536 +3,781	+39%	+$116K	﹤0.01%	1721
2020 Q3	$301K	Buy	+9,755	New	+$302K	﹤0.01%	1829
2019 Q3	–	Sell	-7,584	Closed	-$221K	–	2531
2019 Q2	$221K	Sell	7,584 -3,245	-30%	-$92.9K	﹤0.01%	1992
2019 Q1	$310K	Buy	10,829 +3,592	+50%	+$101K	﹤0.01%	1706
2018 Q4	$201K	Sell	7,237 -645	-8%	-$17.7K	﹤0.01%	1841
2018 Q3	$218K	Sell	7,882 -429	-5%	-$11.9K	﹤0.01%	1906
2018 Q2	$232K	Buy	8,311 +12	+0.1%	+$334	﹤0.01%	1824
2018 Q1	$234K	Sell	8,299 -631	-7%	-$17.8K	﹤0.01%	1808
2017 Q4	$257K	Sell	8,930 -4,404	-33%	-$127K	﹤0.01%	1780
2017 Q3	$384K	Sell	13,334 -1,672	-11%	-$48.3K	﹤0.01%	1574
2017 Q2	$433K	Buy	15,006 +2,408	+19%	+$69.3K	﹤0.01%	1445
2017 Q1	$359K	Sell	12,598 -581,876	-98%	-$16.6M	﹤0.01%	1466
2016 Q4	$16.9M	Buy	594,474 +581,540	+4,496%	+$16.8M	0.18%	110
2016 Q3	$383K	Buy	+12,934	New	+$384K	﹤0.01%	1357
2016 Q2	–	Sell	-7,386	Closed	-$216K	–	1999
2016 Q1	$216K	Buy	+7,386	New	+$214K	﹤0.01%	1777

Other funds holding SPAB

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $6.46B AUM 18.45% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

HighTower Advisors's SPAB Position: Q1 2026 in Review

HighTower Advisors increased its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 16% in Q1 2026, buying an estimated $1.44M and bringing the position to 414,682 shares worth $10.6M. The position accounts for 0.01% of the portfolio, ranked #859.

HighTower Advisors first reported a position in SPAB in Q1 2016 and has held it in 35 quarters since. The position peaked at $41.9M in Q4 2023. 543 funds tracked by Wall St. Rank hold SPAB as of Q1 2026.

HighTower Advisors held 414,682 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $10.6M as of Q1 2026.
HighTower Advisors bought 55,662 State Street SPDR Portfolio Aggregate Bond ETF shares in Q1 2026, an estimated $1.44M.
State Street SPDR Portfolio Aggregate Bond ETF made up 0.01% of HighTower Advisors's portfolio in Q1 2026, its #859 holding.
HighTower Advisors first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q1 2016 and has held it in 35 quarters since.
HighTower Advisors's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $41.9M in Q4 2023.
543 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.