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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
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 $377B AUM 19.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Envestnet Asset Management
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
HI
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
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Independent Advisor Alliance's SPAB Position: Q1 2026 in Review

Independent Advisor Alliance increased its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 13,939% in Q1 2026, buying an estimated $45.5M and bringing the position to 1,776,554 shares worth $45.5M. The position accounts for 0.49% of the portfolio, ranked #40.

Independent Advisor Alliance first reported a position in SPAB in Q4 2024 and has held it in 3 quarters since. 543 funds tracked by Wall St. Rank hold SPAB as of Q1 2026.

  • Independent Advisor Alliance held 1,776,554 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $45.5M as of Q1 2026.
  • Independent Advisor Alliance bought 1,763,900 State Street SPDR Portfolio Aggregate Bond ETF shares in Q1 2026, an estimated $45.5M.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 0.49% of Independent Advisor Alliance's portfolio in Q1 2026, its #40 holding.
  • Independent Advisor Alliance first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2024 and has held it in 3 quarters since.
  • 543 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.