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

Insight 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 		$318K Sell
12,422
-38
-0.3% -$980 0.06% 180
2025
Q4 		$321K Buy
12,460
+298
+2% +$7.71K 0.05% 204
2025
Q3 		$314K Buy
12,162
+997
+9% +$25.5K 0.05% 205
2025
Q2 		$286K Sell
11,165
-1,537
-12% -$38.9K 0.05% 227
2025
Q1 		$324K Sell
12,702
-3,172
-20% -$80K 0.06% 200
2024
Q4 		$397K Buy
15,874
+388
+3% +$9.86K 0.07% 185
2024
Q3 		$405K Buy
15,486
+789
+5% +$20.3K 0.07% 188
2024
Q2 		$369K Buy
14,697
+728
+5% +$18.1K 0.07% 203
2024
Q1 		$353K Buy
13,969
+1,333
+11% +$33.7K 0.07% 209
2023
Q4 		$324K Sell
12,636
-154
-1% -$3.79K 0.07% 202
2023
Q3 		$311K Buy
12,790
+245
+2% +$6.1K 0.07% 200
2023
Q2 		$318K Buy
12,545
+291
+2% +$7.44K 0.07% 203
2023
Q1 		$316K Buy
12,254
+641
+6% +$16.4K 0.07% 216
2022
Q4 		$293K Sell
11,613
-123
-1% -$3.08K 0.1% 248
2022
Q3 		$293K Buy
11,736
+676
+6% +$17.7K 0.12% 217
2022
Q2 		$298K Sell
11,060
-3,259
-23% -$86.8K 0.1% 230
2022
Q1 		$398K Sell
14,319
-1,695
-11% -$48.4K 0.12% 210
2021
Q4 		$474K Buy
16,014
+126
+0.8% +$3.75K 0.14% 176
2021
Q3 		$474K Buy
15,888
+518
+3% +$15.6K 0.14% 182
2021
Q2 		$466K Buy
15,370
+4,650
+43% +$139K 0.15% 184
2021
Q1 		$320K Sell
10,720
-4,186
-28% -$126K 0.1% 250
2020
Q4 		$459K Buy
+14,906
New +$458K 0.17% 152

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

Insight Advisors's SPAB Position: Q1 2026 in Review

Insight Advisors reduced its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 0.3% in Q1 2026, selling an estimated $980 and leaving 12,422 shares worth $318K. The position accounts for 0.06% of the portfolio, ranked #180.

Insight Advisors first reported a position in SPAB in Q4 2020 and has held it in 22 quarters since. The position peaked at $474K in Q4 2021. 543 funds tracked by Wall St. Rank hold SPAB as of Q1 2026.

  • Insight Advisors held 12,422 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $318K as of Q1 2026.
  • Insight Advisors sold 38 State Street SPDR Portfolio Aggregate Bond ETF shares in Q1 2026, an estimated $980.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 0.06% of Insight Advisors's portfolio in Q1 2026, its #180 holding.
  • Insight Advisors first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2020 and has held it in 22 quarters since.
  • Insight Advisors's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $474K in Q4 2021.
  • 543 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q1 2026.

Based on Insight Advisors's 13F filing for Q1 2026, filed 12 May 2026.