Investors Research Corp’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Investors Research Corp’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 Q3	$2.05K	Hold	84	–	–	﹤0.01%	679
2026 Q2	$2.14K	Hold	84	–	–	﹤0.01%	675
2026 Q1	$2.15K	Hold	84	–	–	﹤0.01%	692
2025 Q4	$2.16K	Hold	84	–	–	﹤0.01%	755
2025 Q3	$2.17K	Hold	84	–	–	﹤0.01%	784
2025 Q2	$2.15K	Hold	84	–	–	﹤0.01%	835
2025 Q1	$2.15K	Hold	84	–	–	﹤0.01%	860
2024 Q4	$2.1K	Hold	84	–	–	﹤0.01%	850
2024 Q3	$2.2K	Hold	84	–	–	﹤0.01%	879
2024 Q2	$2.11K	Sell	84 -483	-85%	-$12K	﹤0.01%	936
2024 Q1	$14.3K	Hold	567	–	–	﹤0.01%	669
2023 Q4	$14.5K	Sell	567 -206	-27%	-$5.07K	﹤0.01%	691
2023 Q3	$18.8K	Hold	773	–	–	﹤0.01%	654
2023 Q2	$19.6K	Hold	773	–	–	﹤0.01%	665
2023 Q1	$19.9K	Hold	773	–	–	0.01%	674
2022 Q4	$19.4K	Hold	773	–	–	0.01%	670
2022 Q3	$19K	Hold	773	–	–	0.01%	666
2022 Q2	$20K	Sell	773 -289	-27%	-$7.7K	0.01%	662
2022 Q1	$30K	Hold	1,062	–	–	0.01%	590
2021 Q4	$31K	Hold	1,062	–	–	0.01%	593
2021 Q3	$32K	Sell	1,062 -10	-0.9%	-$301	0.01%	593
2021 Q2	$32K	Hold	1,072	–	–	0.01%	595
2021 Q1	$32K	Hold	1,072	–	–	0.01%	598
2020 Q4	$33K	Buy	1,072 +380	+55%	+$11.7K	0.01%	621
2020 Q3	$21K	Buy	+692	New	+$21.4K	0.01%	685

Other funds holding SPAB

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

WFPG

Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

VAG

VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

BCM

Barden Capital Management Austin, Texas $110M AUM 15.2% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

JCFM

JBR Co Financial Management Ardmore, Oklahoma $261M AUM 21.54% 1-Year Est. Return

Investors Research Corp's SPAB Position: Q3 2026 in Review

Investors Research Corp held its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) position steady in Q3 2026 at 84 shares worth $2.05K. The position accounts for ﹤0.01% of the portfolio, ranked #679.

Investors Research Corp first reported a position in SPAB in Q3 2020 and has held it in 25 quarters since. The position peaked at $33K in Q4 2020. 40 funds tracked by Wall St. Rank hold SPAB as of Q3 2026.

Investors Research Corp held 84 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $2.05K as of Q3 2026.
Investors Research Corp left its State Street SPDR Portfolio Aggregate Bond ETF share count unchanged in Q3 2026.
State Street SPDR Portfolio Aggregate Bond ETF made up ﹤0.01% of Investors Research Corp's portfolio in Q3 2026, its #679 holding.
Investors Research Corp first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q3 2020 and has held it in 25 quarters since.
Investors Research Corp's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $33K in Q4 2020.
40 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q3 2026.

Based on Investors Research Corp's 13F filing for Q3 2026, filed 7 Oct 2026.