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

IFP 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 Q2	$6.22M	Buy	243,819 +48,975	+25%	+$1.25M	0.11%	200
2026 Q1	$4.99M	Buy	194,844 +59,200	+44%	+$1.53M	0.1%	220
2025 Q4	$3.49M	Buy	135,644 +4,525	+3%	+$117K	0.08%	274
2025 Q3	$3.39M	Buy	131,119 +4,526	+4%	+$116K	0.09%	248
2025 Q2	$3.24M	Buy	126,593 +29,258	+30%	+$740K	0.09%	241
2025 Q1	$2.49M	Buy	97,335 +6,453	+7%	+$163K	0.08%	306
2024 Q4	$2.27M	Buy	90,882 +8,243	+10%	+$210K	0.07%	309
2024 Q3	$2.16M	Buy	82,639 +11,160	+16%	+$287K	0.08%	281
2024 Q2	$1.79M	Buy	71,479 +25,606	+56%	+$638K	0.07%	292
2024 Q1	$1.16M	Buy	45,873 +3,041	+7%	+$76.9K	0.05%	381
2023 Q4	$1.1M	Sell	42,832 -24,258	-36%	-$597K	0.05%	371
2023 Q3	$1.63M	Buy	67,090 +25,513	+61%	+$636K	0.07%	284
2023 Q2	$1.05M	Sell	41,577 -699	-2%	-$17.9K	0.04%	414
2023 Q1	$2.5M	Sell	42,276 -263,536	-86%	-$6.74M	0.11%	196
2022 Q4	$18.1M	Sell	305,812 -35,620	-10%	-$892K	0.48%	30
2022 Q3	$20.2M	Sell	341,432 -7,109	-2%	-$186K	0.53%	25
2022 Q2	$20.6M	Hold	348,541	–	–	0.66%	14
2022 Q1	$20.6M	Buy	348,541 +313,249	+888%	+$8.95M	0.66%	14
2021 Q4	$1.05M	Sell	35,292 -8,083	-19%	-$240K	0.02%	404
2021 Q3	$1.3M	Buy	43,375 +18,604	+75%	+$561K	0.03%	348
2021 Q2	$746K	Buy	24,771 +8,056	+48%	+$240K	0.02%	444
2021 Q1	$499K	Buy	16,715 +7,306	+78%	+$220K	0.01%	524
2020 Q4	$291K	Sell	9,409 -3,462	-27%	-$106K	0.01%	668
2020 Q3	$400K	Sell	12,871 -6,204	-33%	-$192K	0.02%	490
2020 Q2	$589K	Sell	19,075 -21,745	-53%	-$664K	0.05%	380
2020 Q1	$1.22M	Sell	40,820 -28,207	-41%	-$838K	0.12%	179
2019 Q4	$2.03M	Sell	69,027 -62,945	-48%	-$1.86M	0.15%	164
2019 Q3	$3.91M	Buy	+131,972	New	+$3.88M	0.26%	87
2019 Q1	–	Sell	-45,806	Closed	-$1.27M	–	3288
2018 Q4	$1.27M	Buy	45,806 +9,033	+25%	+$248K	0.08%	283
2018 Q3	$1.02M	Buy	36,773 +14,538	+65%	+$405K	0.04%	422
2018 Q2	$620K	Buy	22,235 +1,169	+6%	+$32.5K	0.03%	581
2018 Q1	$605K	Hold	21,066	–	–	0.03%	549
2017 Q4	$605K	Buy	21,066 +32	+0.2%	+$921	0.03%	550
2017 Q3	$607K	Buy	21,034 +406	+2%	+$11.7K	0.02%	613
2017 Q2	$595K	Sell	20,628 -3,878	-16%	-$112K	0.03%	612
2017 Q1	$700K	Buy	24,506 +7,728	+46%	+$220K	0.03%	541
2016 Q4	$478K	Buy	16,778 +12,774	+319%	+$369K	0.02%	634
2016 Q3	$119K	Sell	4,004 -1,044	-21%	-$31K	0.01%	1278
2016 Q2	$150K	Buy	+5,048	New	+$148K	0.01%	1117
2016 Q1	–	Sell	-426	Closed	-$12K	–	3301
2015 Q4	$12K	Buy	+426	New	+$12.3K	﹤0.01%	2496

Other funds holding SPAB

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 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

IFP Advisors's SPAB Position: Q2 2026 in Review

IFP Advisors increased its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 25% in Q2 2026, buying an estimated $1.25M and bringing the position to 243,819 shares worth $6.22M. The position accounts for 0.11% of the portfolio, ranked #200.

IFP Advisors first reported a position in SPAB in Q4 2015 and has held it in 40 quarters since. The position peaked at $20.6M in Q2 2022. 536 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

IFP Advisors held 243,819 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $6.22M as of Q2 2026.
IFP Advisors bought 48,975 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2026, an estimated $1.25M.
State Street SPDR Portfolio Aggregate Bond ETF made up 0.11% of IFP Advisors's portfolio in Q2 2026, its #200 holding.
IFP Advisors first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2015 and has held it in 40 quarters since.
IFP Advisors's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $20.6M in Q2 2022.
536 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.