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Independent Advisor Alliance’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Independent Advisor Alliance’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 		$342K Sell
13,385
-1,763,169
-99% -$45M 0.01% 795
2026
Q1 		$45.5M Buy
1,776,554
+1,763,900
+13,939% +$45.5M 0.49% 40
2025
Q4 		$326K Buy
+12,654
New +$327K 0.01% 773
2025
Q1 		– Sell
-683,559
Closed -$17.1M – 1284
2024
Q4 		$17.1M Buy
+683,559
New +$17.4M 0.23% 95

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

Independent Advisor Alliance's SPAB Position: Q2 2026 in Review

Independent Advisor Alliance reduced its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 99% in Q2 2026, selling an estimated $45M and leaving 13,385 shares worth $342K. The position accounts for 0.01% of the portfolio, ranked #795.

Independent Advisor Alliance first reported a position in SPAB in Q4 2024 and has held it in 4 quarters since. The position peaked at $45.5M in Q1 2026. 539 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

  • Independent Advisor Alliance held 13,385 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $342K as of Q2 2026.
  • Independent Advisor Alliance sold 1,763,169 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2026, an estimated $45M.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #795 holding.
  • Independent Advisor Alliance first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2024 and has held it in 4 quarters since.
  • Independent Advisor Alliance's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $45.5M in Q1 2026.
  • 539 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.