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

IFG Advisory’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 		$126K Buy
+4,920
New +$126K ﹤0.01% 999
2024
Q2 		– Sell
-11,393
Closed -$288K – 630
2024
Q1 		$288K Sell
11,393
-24,060
-68% -$608K 0.02% 340
2023
Q4 		$909K Sell
35,453
-1,409
-4% -$34.7K 0.07% 259
2023
Q3 		$897K Sell
36,862
-468,056
-93% -$11.7M 0.08% 244
2023
Q2 		$12.8M Sell
504,918
-17,609
-3% -$450K 1.14% 12
2023
Q1 		$13.5M Buy
522,527
+26,679
+5% +$683K 1.26% 12
2022
Q4 		$12.5M Sell
495,848
-3,569
-0.7% -$89.4K 1.24% 13
2022
Q3 		$12.5M Buy
499,417
+292,080
+141% +$7.66M 1.13% 17
2022
Q2 		$5.46M Buy
207,337
+8,979
+5% +$239K 0.58% 38
2022
Q1 		$5.51M Sell
198,358
-26,463
-12% -$756K 0.56% 36
2021
Q4 		$6.66M Buy
224,821
+6,743
+3% +$201K 0.65% 34
2021
Q3 		$6.51M Buy
218,078
+16,839
+8% +$508K 0.7% 30
2021
Q2 		$6.04M Buy
201,239
+165,068
+456% +$4.92M 0.67% 29
2021
Q1 		$1.07M Buy
36,171
+21,823
+152% +$658K 0.13% 180
2020
Q4 		$441K Buy
14,348
+6,496
+83% +$200K 0.06% 282
2020
Q3 		$241K Buy
+7,852
New +$243K 0.04% 361

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
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
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

IFG Advisory's SPAB Position: Q2 2026 in Review

IFG Advisory opened a new position in State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q2 2026: 4,920 shares worth $126K. The stake represents ﹤0.01% of the portfolio and ranks #999 among its holdings. This is a return to the name: IFG Advisory previously reported a position in SPAB as recently as Q1 2024.

IFG Advisory first reported a position in SPAB in Q3 2020 and has held it in 16 quarters since. The position peaked at $13.5M in Q1 2023. 536 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

  • IFG Advisory held 4,920 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $126K as of Q2 2026.
  • State Street SPDR Portfolio Aggregate Bond ETF was a new IFG Advisory position in Q2 2026.
  • State Street SPDR Portfolio Aggregate Bond ETF made up ﹤0.01% of IFG Advisory's portfolio in Q2 2026, its #999 holding.
  • IFG Advisory first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q3 2020 and has held it in 16 quarters since.
  • IFG Advisory's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $13.5M in Q1 2023.
  • 536 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.